BuildingConnected and DocuSign との統合と自動化

BuildingConnected and DocuSignを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

強力なワークフローを迅速に構築

Triggers

When this happens…

BuildingConnected
  • New or updated contact
    New or updated contact in BuildingConnected
  • Updated opportunity status in BidBoard Pro Real-time
    Updated opportunity status in BidBoard Pro

    • Any other trigger you can think up

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…

BuildingConnected
  • Custom action
    Custom action in BuildingConnected
  • Get bidder by ID
    Get bidder by ID
  • Get bidders for a bid package
    Get bidders for a bid package in BuildingConnected
  • Get contact by ID
    Get contact by ID in BuildingConnected
  • Get contacts
    Get contacts in BuildingConnected
  • Get project by ID
    Get project by ID in BuildingConnected
  • Get projects
    Get projects in BuildingConnected
  • Get qualification submission
    Get qualification submission in BuildingConnected
  • Get qualification form
    Get qualification form in BuildingConnected
  • Get completed TradeTapp qualifications
    Get completed TradeTapp qualifications in BuildingConnected

    • Any other action you can think up

DocuSign
  • Custom action
    Custom action in DocuSign (Custom)
  • Create draft envelope from template
    Create draft envelope from template in DocuSign
  • Create/send document
    Create/send document for signing in DocuSign
  • Download document
    Download document from DocuSign
  • Get envelope
    Get envelope in DocuSign
  • Get envelope recipients
    Get recipients for envelope in DocuSign
  • Get template
    Get template in DocuSign
  • List documents in envelope Batch
    List documents in DocuSign
  • List envelopes Batch
    List envelopes in DocuSign
  • List templates Batch
    List templates in DocuSign
  • Resend envelope
    Resend envelope in DocuSign
  • Send document using a template
    Send document using a template in DocuSign
  • Send envelope by ID
    Send envelope in DocuSign
  • Void envelope
    Void envelope in DocuSign

    • Any other action you can think up

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新