DocuSign and Intercom との統合と自動化

DocuSign and Intercom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…

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

Intercom
  • New company Real-time
    New company in Intercom
  • New contact
    New contact in Intercom
  • New conversation
    New conversation in Intercom
  • New user
    New user in Intercom
  • Updated contact
    Updated contact in Intercom
  • Updated conversation
    Updated conversation in Intercom
  • Updated user
    Updated user in Intercom

    • Any other trigger you can think up

Actions

Do this…

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

Intercom
  • Custom action
    Custom action in Intercom (Custom)
  • Add conversation note
    Add conversation note in Intercom
  • Archive users Batch
    Archive users in Intercom
  • Get conversation by ID
    Get conversation by ID in Intercom
  • Reply to conversation as user
    Reply to a conversation in Intercom
  • Search conversations by user Batch
    Search conversations by user in Intercom
  • Search notes by user Batch
    Search notes by user in Intercom
  • Search segments by user Batch
    Search segments by user in Intercom
  • Search tags by user Batch
    Search tags by user in Intercom
  • Search user
    Search user in Intercom
  • Update user
    Update user in Intercom
  • Create/update users Batch
    Insert/update users in Intercom

    • 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