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Customize your DocuSign and Xero Practice Manager 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

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

Xero Practice Manager
  • Custom action
    Custom action in Xero Practice Manager (Custom)
  • Create object
    Create object in Xero Practice Manager
  • Retrieve list of objects
    List object in Xero Practice Manager
  • Update object
    Update object in Xero Practice Manager
  • Any other action you can think up

Let us tailor your DocuSign and Xero Practice Manager integrations

Pre-built DocuSign and Xero Practice Manager Automations

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