Connect Docusign and Podio integrations
Connect Docusign and Podio with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Docusign and Podio 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.
Sent after a recipient accepts an elastic template.
Sent after a recipient declines an elastic template.
Triggers when one of the selected events are fired in Docusign
Triggers when an envelope has been completed.
The envelope has been completed by all the recipients.
Sent when the envelope is correctedcorrected, opens in new window within the UI or via any of the Envelopes/EnvelopesRecipients API calls.
This event is sent when an envelope is created through the DocuSign eSignature UI or when an envelope's status is set to "created" after an Envelopes:create API call.
The envelope has been declined by one of the recipients.
This event is sent after an already-sent envelope is deleted, opens in new window.
This event is sent when all recipients have opened the envelope through the DocuSign signing website. This does not signify an email delivery of an envelope.
Sent when an envelope in created or draft state is deleted or discarded within the tagging UI.
Sent when the envelope is queued to be purged, opens in new window or via the Envelopes:update API call.
Sent when the envelope is resent, opens in new window within the UI or via the Envelopes:update API call.
This event is sent when the email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing. The envelope remains in this state until all recipients have viewed the envelope.
The envelope has been voided by the sender or has expired. The void reason indicates whether the envelope was manually voided or expired.
Sent when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign.
Sent when the recipient has completed their actions for the envelope, typically (but not always) by signing.
Sent when the recipient declines to sign the document(s) in the envelope.
Sent after a Delegation rule is in place and when a delegated signer is sent an envelope within the UI or the API.
Sent when the recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope.
Sent when the recipient selects Finish Later on an envelope.
Sent when the envelope is reassigned by a recipient within the UI.
Triggered when an envelope is resent to a recipient within the web application or using the EnvelopeRecipients : update API call.
This event is sent when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.
Sent when a template is createdtemplate is created, opens in new window within the UI or via the Templates:create API call.
Sent when a template is deleted within the UI or via the recycle bin API call recycle bin API call, opens in new window.
Sent when a template is modified within the UI or via the Templates:update API call.
Attaches a file to a given object.
Completes a task.
Creates a new comment.
Creates an app item.
Creates a new status.
Creates a new task.
Deletes an existing comment.
Deletes an app item.
Deletes an existing status.
Deletes an existing task.
Edits an existing comment.
Edits an existing status.
Edits an existing task.
Returns items matching the specified criteria.
Gets an app dropdown field and it's values.
Retrieves an app item with a given ID.
Retrieves a list of contacts.
Makes a raw API call. The module allows you to make an arbitrary API call using the existing connection.
Returns app items matching the searched text.
Updates an already existing app item.
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Build your Docusign and Podio integrations.
Create custom Docusign and Podio 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
Attaches a file to a given object.
Sends envelopes based on a template to multiple recipients using a bulk send list.
Completes a task.
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.
Popular Docusign and Podio workflows.
Looking to get more out of Docusign and Podio? With Make you can visually integrate Docusign and Podio into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Update Podio items and send email notifications with Microsoft Outlook
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TRY IT ->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 or update contact emails from Podio in ActiveCampaign
This template periodically checks for new contacts in Podio and uses their email addresses to create new contacts in ActiveCampaign. If the contact already exists in ActiveCampaign, its first and last name will get updated. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Add new Typeform form submissions to Podio as new app items
Every time a new Typeform form is submitted, Make will automatically create a Podio app item (or update it if it already exists).
TRY IT ->Import signed documents from DocuSign to Google Drive
After 7 days, all documents are downloaded from DocuSign and uploaded to Google Drive. The scenario is designed to run every Monday.
TRY IT ->
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