Do everything in one place

Customize your DocuSign and Iterable 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

Iterable
  • New event Real-time
    New System webhook event in Iterable
  • New workflow event Real-time
    New workflow event in Iterable
  • 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

Iterable
  • Add subscribers to a list
    Add Subscribers to a list in Iterable
  • Update records in bulk
    Bulk update records in Iterable
  • Upsert records in bulk
    Bulk upsert records in Iterable
  • Create record
    Create record in Iterable
  • Custom action
    Custom action in Iterable
  • Delete record
    Delete record in Iterable
  • Export data
    Export Data in Iterable
  • Get record details
    Get details of specific record in Iterable
  • Search records
    Search record in Iterable
  • Send notification
    Send object in Iterable
  • Subscribe a user
    Subscribe a User to a group in Iterable
  • Unsubscribe a user
    Unsubscribe a User to a group in Iterable
  • Update record
    Update record in Iterable
  • Upsert record
    Upsert record in Iterable
  • Any other action you can think up

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