Do everything in one place
Customize your DocuSign and Salesforce Marketing Cloud 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
Salesforce Marketing Cloud
- New data extension rowNew data extension row in Salesforce Marketing Cloud
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
Salesforce Marketing Cloud
- Custom actionCustom action in Salesforce Marketing Cloud (Custom)
- Copy data extensionCopy data extension in Salesforce Marketing Cloud
- Create email from HTML templateCreate email from HTML template in Salesforce Marketing Cloud
- Create data extension from templateCreate data extension from template in Salesforce Marketing Cloud
- Delete data extensionDelete data extension in Salesforce Marketing Cloud
- Search data extension BatchSearch data extension in Salesforce Marketing Cloud
- Search data extension row BatchSearch data extension row in Salesforce Marketing Cloud
- Upload assetUpload asset in Salesforce Marketing Cloud
- Upsert data extension rowUpsert row in data extension in Salesforce Marketing Cloud
- Upsert data extension row BatchBulk upsert row in data extension in Salesforce Marketing Cloud
Any other action you can think up
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