DocuSign and Workflow apps by Workato integrations and automations

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Customize your DocuSign and Workflow apps by Workato integration with the following triggers and actions.

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

Workflow apps by Workato
  • New component event (Dropdown) Real-time
    New open or search event from a dropdown
  • New request Real-time
    New request in a workflow app
  • New/updated request Real-time
    New/updated request in a workflow app

    • Any other trigger you can think up

Actions

Do this…

DocuSign
  • Custom action
    Custom action in DocuSign (Custom)
  • Create/send document
    Create/send document for signing in DocuSign
  • Download document
    Download document from DocuSign
  • List documents in envelope Batch
    List documents in DocuSign
  • Send document using a template
    Send document using a template in DocuSign

    • Any other action you can think up

Workflow apps by Workato
  • Create request
    Create a new request in a workflow app
  • Return data to component
    Return data to component
  • Change workflow stage
    Change the workflow stage of a request in a workflow app
  • Complete workflow task programmatically
    Complete a task in a workflow app programmatically
  • Delete request
    Delete a request from a workflow app
  • Remove user
    Remove a user from workflow apps portal
  • Get user data Batch
    Get user data from workflow apps portal
  • Search requests Batch
    Search requests in a workflow app matching specified criteria
  • Assign task to users
    Assign a task to users in a workflow app and wait until completed
  • Invite user
    Invite a user by email to workflow apps portal
  • Update request
    Update a request in a workflow app

    • Any other action you can think up

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