DocuSign and Neto integrations and automations

Seamlessly connect DocuSign and Neto. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

DocuSign
  • New document received
    New document received in DocuSign
  • New document event
    New document event in DocuSign
  • New recipient event Real-time
    New recipient event in DocuSign

    • Any other trigger you can think up

Neto
  • New Cart
    Polls for new carts in Neto
  • New Customer
    New customer in Neto
  • New Order/Quote
    New order/quote in Neto
  • Updated Customer
    Updated customer in Neto
  • Updated Order
    Updated order in Neto
  • Updated Order Status
    Updated order status in Neto

    • Any other trigger you can think up

Actions

Do this…

DocuSign
  • Custom action
    Custom action in DocuSign (Custom)
  • Create draft envelope from template
    Create draft envelope from template in DocuSign
  • Create/send document
    Create/send document for signing in DocuSign
  • Download document
    Download document from DocuSign
  • Get envelope
    Get envelope in DocuSign
  • Get envelope recipients
    Get recipients for envelope in DocuSign
  • Get template
    Get template in DocuSign
  • List documents in envelope Batch
    List documents in DocuSign
  • List envelopes Batch
    List envelopes in DocuSign
  • List templates Batch
    List templates in DocuSign
  • Resend envelope
    Resend envelope in DocuSign
  • Send document using a template
    Send document using a template in DocuSign
  • Send envelope by ID
    Send envelope in DocuSign
  • Void envelope
    Void envelope in DocuSign

    • Any other action you can think up

Neto
  • Custom action
    Custom action in Neto (Custom)
  • Get Customer
    Retrieve customer details from Neto based on Username or Email.
  • Get Orders
    Get Orders
  • Get RMA's
    Use this call to return a list of RMA's (Return Merchadise Authorisations) that are active in your system.
  • Update Customer
    Update customer details in Neto.
  • Update Order Status
    Updates the status of an order by providing only the required fields.

    • Any other action you can think up

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