DocuSign and Propel integrations and automations

Do everything in one place

Customize your DocuSign and Propel 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

Propel
  • Object created
    Object created in Propel
  • Daily object review
    Daily Object review in Propel
  • Object created/updated
    Object created/updated in Propel

    • 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

Propel
  • Custom action
    Custom action in Propel (Custom)
  • Create object
    Create object in Propel
  • Get related objects Batch
    Get related object list in Propel
  • Search objects Batch
    Search for objects in Propel
  • Update object
    Update object in Propel

    • Any other action you can think up

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