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.

Docusign
Trigger: [Deprecated] Watch Events
Google Drive
Action: Select an action
1. Select a trigger
  • Triggers when an envelope or recipient status is changed.

  • 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.

  • Triggers when a new Agreement Manager agreement is created. Only available for Docusign IAM plans.

  • Triggers when a new document is added to a specific workspace. Only available for Docusign IAM Plans.

  • Triggers when a new user is added to a specific workspace. Only available for Docusign IAM Plans.

  • Triggers when a new workspace is created. Only available for Docusign IAM Plans.

  • 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.

  • Triggers when an existing Agreement Manager agreement is updated. Only available for Docusign IAM plans.

  • Triggers when a Workflow Builder workflow completes. Only available for Docusign IAM Plans.

  • Triggers when a Worflow Builder workflow fails. Only available for Docusign IAM Plans.

  • Triggers when a Workflow Builder workflow started. Only available for Docusign IAM Plans.

2. Select an action
  • Makes a copy of an existing file.

  • Creates a file from a text plain.

  • Creates a new file or folder shortcut.

  • Creates a new folder.

  • Creates a new shared drive.

  • Deletes a file's revision.

  • Permanently deletes a file or folder owned by the user without moving it to the trash. 

  • Deletes a shared drive without any content.

  • Downloads a file.

  • Gets a specified file's revision.

  • Retrieves a file or folder path for an ID.

  • Gets a share link for file or folder.

  • Gets a shared drive's metadata by ID.

  • This is the module to maintain/edit google-custom connection

  • Performs an arbitrary authorized API call.

  • Moves a file or folder to a different location in Google Drive.

  • Moves a file or folder to trash.

  • Renames an existing folder.

  • Revokes a file or folder access.

  • Updates a file's metadata and/or content.

  • Updates an existing file's revision.

  • Updates an exisitng file or folder access.

  • Updates an existing shared drive. For admins only.

  • Uploads a new file.

Select a trigger and an action

Create workflow (opens in a new tab)