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.

Google Drive
Trigger: Watch All Files
Docusign
Action: Select an action
1. Select a trigger
  • Triggers when a file is created or modified.

  • Triggers when a comment is created or updated on a selected file.

  • Triggers when a file is created or modified in a selected folder.

  • Triggers when a new folder is created or modified.

  • Triggers when a new shared drive is created.

2. Select an action
  • Adds a new document to a workspace. Only available for Docusign IAM Plans.

  • Adds a recipient to the bulk send list

  • Adds a user to a workspace. Only available for Docusign IAM Plans.

  • Sends envelopes based on a template to multiple recipients using a bulk send list.

  • Cancels a running Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Creates a bulk send list

  • Creates an envelope using files of a selected workspace. Only available for Docusign IAM Plans.

  • 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 Workspace. Only available for Docusign IAM Plans.

  • Deletes a document in a workspace. Only available for Docusign IAM Plans.

  • 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.

  • Pauses a Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Restores the workspace access to a user. Only available for Docusign IAM Plans.

  • Resumes a paused Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Revokes a user's access to a workspace. Only available for Docusign IAM Plans.

  • Creates and sends an envelope using a selected template.

  • Sends an envelope with a document to be signed.

  • Tests a bulk send list

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

  • Updates a template

  • Updates a workspace user. Only available for Docusign IAM Plans.

  • Voids an envelope

Select a trigger and an action

Create workflow (opens in a new tab)