Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

ActiveCampaign
Trigger: Watch Accounts
DigiSign
Action: Select an action
1. Select a trigger
  • Triggers when an account is created or updated.

  • Triggers when a given contact is associated with an automation.

  • Triggers when a new calendar feed is created/updated.

  • Triggers when a new contact is created.

  • Triggers when a deal is created.

  • Triggers when a new event is fired.

  • Triggers when a new task is assigned to a deal.

2. Select an action
  • Adds and maps new document to envelope

  • Adds and maps new document to envelope

  • Adds tag to document

  • Adds new recipient to envelope

  • Adds new signing tags to an exsisting document.

  • Adds tag to document

  • Creates a new envelope.

  • Creates a new envelope.

  • Creates a new envelope.

  • Create Envelope

  • Downloads a document from a specified envelope.

  • Gets the data of an envelope by id.

  • Performs an arbitrary authorized API call.

  • Sends an envelope for signing.

Select a trigger and an action

Create workflow (opens in a new tab)