DocuSign and Zuora との統合と自動化

DocuSign and Zuora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

Zuora
  • New/updated order
    New or updated order in Zuora
  • New/updated record
    New or updated records in Zuora

    • 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

Zuora
  • Custom action
    Custom action in Zuora (Custom)
  • Create custom record Batch
    Create custom record in Zuora
  • Create record
    Create record in Zuora
  • Get custom record
    Get custom record in Zuora
  • Get record
    Get record by ID in Zuora
  • Get order by order number Batch
    Get order in Zuora by order number
  • Get orders by subscription number
    Get orders by subscription number in Zuora
  • Query records Batch
    Query records using ZOQL in Zuora
  • Search records Batch
    Search records in Zuora
  • Update custom record Batch
    Update custom record in Zuora
  • Update order trigger date
    Update trigger date for pending order in Zuora
  • Update record
    Update record in Zuora

    • 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