Connect Clover POS and Docusign integrations
Connect Clover POS and Docusign with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Clover POS and Docusign to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Creates a new customer.
Deletes an existing customer.
Deletes an existing line item.
Deletes an existing order.
Retrieves an existing customer.
Retrieves an existing line item.
Retrieves an existing order.
Retrieves all customers in CSV format.
Performs an arbitrary authorized API call.
Updates an existing customer.
Adds a recipient to the bulk send list
Sends envelopes based on a template to multiple recipients using a bulk send list.
Creates a bulk send list
Creates a long-lived pre-filled webform link (less secure, infinite duration)
Creates a secure Session Link for the filled webform (more secure, shorter duration)
Creates a signing group.
Creates a new template using a document.
Downloads a document from a specified envelope.
Gets the content of an envelope form data
Retrieves the overall status for the specified envelope.
Performs an arbitrary authorized API call.
Creates and sends an envelope using a selected template.
Sends an envelope with a document to be signed.
Tests a bulk send list
Updates a template
Voids an envelope
Lists all documents from an envelope
Gets a list of the Signing Group in an account.
Lists template documents
Lists templates
Searches for envelopes.
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Build your Clover POS and Docusign integrations.
Create custom Clover POS and Docusign workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a recipient to the bulk send list
Sends envelopes based on a template to multiple recipients using a bulk send list.
Creates a bulk send list
Creates a long-lived pre-filled webform link (less secure, infinite duration)
Creates a secure Session Link for the filled webform (more secure, shorter duration)
Creates a signing group.
Creates a new template using a document.
Creates a new customer.
Deletes an existing customer.
Popular Clover POS and Docusign workflows.
Looking to get more out of Clover POS and Docusign? With Make you can visually integrate Clover POS and Docusign into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Send documents to sign via DocuSign from new records in Airtable
This template periodically checks for new records in Airtable and uses the retrieved information to send a document retrieved from Google Drive to sing via DocuSign. Your Airtable table should have at least these columns: 1) Name 2) Email 3) Last Modified The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Upload completed DocuSign document to Dropbox
Every time a document status is changed to Completed in DocuSign, the document will be uploaded to Dropbox.
TRY IT ->Send a document to sign via DocuSign from new form response in Typeform
Every time a new response is submitted in Typeform, a Google Drive document will be send to sign via DocuSign. This template expects your Typeform form to collect the following fields: 1. Name 2. Email
TRY IT ->Update envelope status of DocuSign document in a Google Sheets spreadsheet
This template periodically checks for documents status in DocuSign and uses the retrieved information to update the corresponding record in a Google Sheets spreadsheet. The template is using [this sample](https://docs.google.com/spreadsheets/d/17duV_jKnh8If9N4xZjQ3zLuasyUUyBy_fef5kxiD4OY/edit?usp=sharing) Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Send a Slack message from DocuSign envelope status change
Every time a new event occurs in DocuSign, a Slack message will be sent immediately.
TRY IT ->Create Clover POS customers from new Google Forms responses
Make will watch new Google Forms responses and create Clover POS customers using information received.
TRY IT ->Add new Shopify customers to Clover POS
Make will watch new Shopify customers at regular intervals and create Clover POS customers using information received.
TRY IT ->Add new Stripe customers to Clover POS
Every time there is a new Stripe customer, Make will automatically create a new customer in Clover POS.
TRY IT ->Add new WooCommerce customers to Clover POS
Make will watch new WooCommerce customers at regular intervals and create Clover POS customers using information received.
TRY IT ->
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