DocuSign and GetAccept 통합과 자동화

다양한 솔루션을 매끄럽게 연결하세요. Workato로 워크플로를 자동화하고 효율성을 향상시켜 보세요.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

시장을 선도하는 기업들이 Workato를 사용합니다

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Build Powerful Workflows, fast

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

GetAccept
  • Dealroom event Real-time
    When a deal room get status update in GetAccept
  • Document has been signed Real-time
    When a document is signed in GetAccept
  • Other document event Real-time
    When a document get status update in GetAccept

    • 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

GetAccept
  • Create contact
    Create a new contact in GetAccept
  • Create Deal room
    Create a Dealroom in GetAccept
  • Create Participant
    Create a participant in a Dealroom in GetAccept
  • Custom action
    Custom action in GetAccept
  • Download document
    Download a document in GetAccept
  • Get dealroom details
    Get dealroom details in GetAccept
  • Get document details
    Get details about a specific document in GetAccept
  • Get document field values
    Get field values for a document in GetAccept
  • Get document fields
    Get fields for a document in GetAccept
  • Get document pricing table details
    Get pricing table details for a document in GetAccept
  • Get document pricing tables
    Get pricing tables for a document in GetAccept
  • Get document recipients
    Get recipients for a document in GetAccept
  • Get participant details
    Get participant details in GetAccept
  • Get user details
    Get user details in GetAccept
  • Get entity information
    Get entity information in GetAccept
  • List contacts
    List contacts in GetAccept
  • List templates
    List templates in GetAccept
  • List users
    List users in GetAccept
  • Publish Dealroom
    Publish a Dealroom and optionally send invitations to all participants in GetAccept
  • Seal document
    Seal a document in GetAccept
  • Search documents
    Search documents in GetAccept
  • Create and send document
    Send document using a template or file with GetAccept
  • Update document expiration
    Update expiration for document in GetAccept
  • Upload attachment
    Upload attachment to GetAccept
  • Upload file
    Upload file to GetAccept

    • Any other action you can think up

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