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Customize your DocuSign and eTapestry integration with the following triggers and actions.

Triggers

When this happens…

DocuSign
  • New document event
    New document event in DocuSign
  • Any other trigger you can think up

eTapestry
  • Account created
    Account created in eTapestry
  • Account updated
    Account updated in eTapestry
  • Any other trigger you can think up

Actions

Do this…

DocuSign
  • Custom action
    Custom action in DocuSign (Custom)
  • Create/send document
    Create/send document for signing in DocuSign
  • Download document
    Download document from DocuSign
  • List documents in envelope
    List documents in DocuSign
  • Send document using a template
    Send document using a template in DocuSign
  • Any other action you can think up

eTapestry
  • Add account
    Add new account in eTapestry
  • Add contact
    Add new contact in eTapestry
  • Add gift
    Add new gift in eTapestry
  • Search accounts
    Search accounts in eTapestry
  • Update account
    Update account in eTapestry
  • Any other action you can think up

Let us tailor your DocuSign and eTapestry integrations

Pre-built DocuSign and eTapestry Automations

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