DocuSign and Trello との統合と自動化

DocuSign and Trello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

Trello
  • New card
    New card in Trello
  • New or updated card Real-time
    New or updated card in Trello

    • 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 form data
    Get form data for 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
  • Send document using composite templates
    Send document using composite templates in DocuSign
  • Void envelope
    Void envelope in DocuSign

    • Any other action you can think up

Trello
  • Custom action
    Custom action in Trello (Custom)
  • Add color to card
    Add color to card in Trello
  • Create board
    Create board in Trello
  • Create card
    Create card in Trello
  • Add comment to card
    Add comment to card in Trello
  • Create list
    Create list in Trello
  • Get card details
    Get card details in Trello
  • Get list by ID
    Get list details in Trello
  • List boards Batch
    List boards in Trello
  • List cards Batch
    List cards in Trello
  • List lists Batch
    List lists on a Trello board
  • Move card between boards
    Move card between boards in Trello
  • Move card within a board
    Move card within a board in Trello
  • Search boards Batch
    Search boards in Trello
  • Search cards Batch
    Search cards in Trello
  • Update card
    Update card in Trello
  • Update checklist item
    Update checklist item in Trello

    • 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