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Customize your DocuSign and freee会計 integration with the following triggers and actions.

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

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 Batch
    List documents in DocuSign
  • Send document using a template
    Send document using a template in DocuSign
  • Any other action you can think up

freee会計
  • 見積書の作成
    Create 見積書 in freee会計
  • Custom action
    Custom action in freee会計
  • 勘定科目一覧の取得
    Get 勘定科目一覧 in freee会計
  • 事業所一覧の取得
    Get 事業所一覧 in freee会計
  • 品目一覧の取得
    Get 品目一覧 in freee会計
  • 取引先の取得
    Get 取引先 in freee会計
  • 取引先一覧の取得
    Get 取引先一覧 in freee会計
  • メモタグ一覧の取得
    Get メモタグ一覧 in freee会計
  • 見積書の更新
    Update 見積書 in freee
  • Any other action you can think up

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