DocuSign and Workbot for Workplace integrations and automations

Seamlessly connect DocuSign and Workbot for Workplace. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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

Workbot for Workplace

New command Real-time
New command to Workplace Workbot

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

Workbot for Workplace

Custom action
Custom action in Workbot for Workplace (Custom)
Post attachment
Post attachment as Workbot
Post message
Post message as Workplace Workbot
Post message
Post reply as Workplace Workbot>
Post simple message
Post simple message as Workplace Workbot
Post simple reply
Post simple reply as Workplace Workbot

Any other action you can think up

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