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eversign
Microsoft 365 Email

Create Eversign documents from a template and send them via Outlook 365

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This template helps you create an Eversign document from a Template. Then, the eversign document is downloaded and sent via Microsoft 365 Email. The scenario can be setup to run automatically at a specific time interval (every day, week or a specific date).

Categories
Email
E-Signatures

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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 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.

Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Microsoft 365 Email
Add an Attachment

Adds an large attachement to a message.

Action
eversign
Cancel a Document

Cancels a document.

Action
eversign
Create a Document

Creates a document.

Action
Microsoft 365 Email
Create a Draft Message

Creates a new draft message.

Action
eversign
Create a Template

Creates a template.

Action
Microsoft 365 Email
Create and Send a Message

Creates and sends a new message immediately.

Action
eversign
Delete a Document

Deletes a document or template. Only cancelled documents and draft documents or templates can be deleted.

Action
Microsoft 365 Email
Delete a Message

Deletes a message.

Action
eversign
Download a Final Document

Downloads a final pdf.

Action

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