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Customize your DocuSign and SuccessFactors integration with the following
triggers and actions.
Triggers
When this happens…
DocuSign
- New document receivedNew document received in DocuSign
- New document eventNew document event in DocuSign
- New recipient event Real-timeNew recipient event in DocuSign
Any other trigger you can think up
SuccessFactors
- New or updated objectNew or updated records in SuccessFactors
- New or updated objects in batch BatchNew/Updated records in batch in SuccessFactors
Any other trigger you can think up
Actions
Do this…
DocuSign
- Custom actionCustom action in DocuSign (Custom)
- Create/send documentCreate/send document for signing in DocuSign
- Download documentDownload document from DocuSign
- List documents in envelope BatchList documents in DocuSign
- Send document using a templateSend document using a template in DocuSign
Any other action you can think up
SuccessFactors
- Custom actionCustom action in SuccessFactors (Custom)
- Search records using OData query BatchSearch records using OData query in SuccessFactors
- Create recordCreates a record in SuccessFactors
- Get record detailsGet record details in SuccessFactors
- Merge recordMerge record in SuccessFactors
- Search records BatchSearch for records in SuccessFactors
- Update recordUpdate record in SuccessFactors
- Upsert records BatchUpsert records in SuccessFactors
- Upsert recordUpsert record in SuccessFactors
Any other action you can think up
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