Connect DocuSign and Board APIs without code!

API actions—no coding required!

Executable API actions

Automation triggers

When the envelope is completed

When a customer is created or updated

When a new project is created

When a project is created or updated

New or Updated Deal (including lost)

Automation actions

Create Envelope

Create and Send Envelope from Template

Retrieve Information of a Specific Envelope

Get Document Information for a Specific Envelope

Download a Document from a Specific Envelope

Download Certificate of Completion

Void a Specific Envelope

Send Envelope

Add Attachment to Envelope

Add or Update Documents in an Envelope

Place Fields on a Document

Pre-fill Values for Document Fields

Pre-fill Values for Document Fields (Radio Buttons)

Delete or Void Envelope

Get Custom Document Field Values

Add Custom Field to Specified Document

Get Customer

Get Customer List (Search by Tags)

Create Project (Recurring billing)

Get Project List

Get Project Details

[Deprecated] Update Project Status

Get Billing List

Change Billing Status

Update Invoice

Get Invoice ID for Specific Deal

Get Invoice

Update Projects (Batch Invoicing)

Update Project (Recurring billing)

Delete Deal

Update Order Status

Lock Deal

Get Quotation

Update Quotation

Update Invoice (specify line items as comma-separated)

Update Quotation (Specify Line Items as Comma-separated)

Get Delivery Note

Update Delivery Note

Update Delivery Note (specify line items as comma-separated)

Get Invoice List (by Order Status)

Create Purchase Order (Lump-sum Payment)

Create Purchase Order (Recurring Payment)

Create Purchase Order (Installment Payment)

Update Customer

Get Quotation ID for a Specific Project

Get Purchase Orders

Get Suppliers

Get Vendor

Delete Vendor

Update Vendor

Update Acceptance

Update Purchase Order

Retrieve Customer Branches

Retrieve Customer Branch

Create Project (Split billing)

Update Project (Split Billing)

Flowbot triggers

When the envelope is completed

Flowbot actions

Create Envelope

Create and Send Envelope from Template

Retrieve Information of a Specific Envelope

Get Document Information for a Specific Envelope

Download a Document from a Specific Envelope

Download Certificate of Completion

Void a Specific Envelope

Send Envelope

Add Attachment to Envelope

Add or Update Documents in an Envelope

Place Fields on a Document

Pre-fill Values for Document Fields

Pre-fill Values for Document Fields (Radio Buttons)

Delete or Void Envelope

Get Custom Document Field Values

Add Custom Field to Specified Document

Flowbot triggers

When a customer is created or updated

When a new project is created

When a project is created or updated

New or Updated Deal (including lost)

Flowbot actions

Get Customer

Get Customer List (Search by Tags)

Create Project (Recurring billing)

Get Project List

Get Project Details

[Deprecated] Update Project Status

Get Billing List

Change Billing Status

Update Invoice

Get Invoice ID for Specific Deal

Get Invoice

Update Projects (Batch Invoicing)

Update Project (Recurring billing)

Delete Deal

Update Order Status

Lock Deal

Get Quotation

Update Quotation

Update Invoice (specify line items as comma-separated)

Update Quotation (Specify Line Items as Comma-separated)

Get Delivery Note

Update Delivery Note

Update Delivery Note (specify line items as comma-separated)

Get Invoice List (by Order Status)

Create Purchase Order (Lump-sum Payment)

Create Purchase Order (Recurring Payment)

Create Purchase Order (Installment Payment)

Update Customer

Get Quotation ID for a Specific Project

Get Purchase Orders

Get Suppliers

Get Vendor

Delete Vendor

Update Vendor

Update Acceptance

Update Purchase Order

Retrieve Customer Branches

Retrieve Customer Branch

Create Project (Split billing)

Update Project (Split Billing)

DocuSign

Board

Automate Your Everyday Tasks

DocuSign

Board

Let's automate our daily work by linking

Explore templates and apps to boost productivity!

Here are templates and related apps that are useful for improving work efficiency!

DocuSign

Yoom allows you to integrate with DocuSign's API without any code, enabling the automation of various tasks using DocuSign. For example, you can automatically send contracts via DocuSign or automatically store the completed contract files in file storage services like Google Drive once the contract is finalized with DocuSign.

see details

Templates

Add to Microsoft Excel when the agreement is completed in DocuSign.

Try it

See details Try it

Add to Microsoft Excel when the agreement is completed in DocuSign.

Notify on Discord when the contract is completed in DocuSign.

Try it

See details Try it

Notify on Discord when the contract is completed in DocuSign.

Notify Microsoft Teams when an agreement is completed in DocuSign.

Try it

See details Try it

Notify Microsoft Teams when an agreement is completed in DocuSign.

Similar apps

Board

In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.

see details

Templates

Similar apps

@Tovas

Bakuraku Common Management

Bakuraku Electronic Ledger Preservation

Bakuraku Expense Management

Bakuraku Invoice

Billing Management Robo

DocuSign

see details

DocuSign

Templates

Add to Microsoft Excel when the agreement is completed in DocuSign.

Try it

This is a flow to add to Microsoft Excel once the contract is completed with DocuSign. It eliminates manual work, prevents input errors and omissions, and leads to accurate information sharing.

See details Try it

Add to Microsoft Excel when the agreement is completed in DocuSign.

Notify on Discord when the contract is completed in DocuSign.

Try it

This is a flow that sends a notification to Discord when a contract is completed in DocuSign. By integrating DocuSign with Discord, you can eliminate hassle and improve the overall productivity of your team.

See details Try it

Notify on Discord when the contract is completed in DocuSign.

Notify Microsoft Teams when an agreement is completed in DocuSign.

Try it

This is a flow that sends a notification to Microsoft Teams when a contract is completed in DocuSign. It allows for the automatic and rapid notification to the person in charge of operations, thereby improving operational efficiency.

See details Try it

Notify Microsoft Teams when an agreement is completed in DocuSign.

Similar apps

Board

see details

Board

Templates

Similar apps

@Tovas

Bakuraku Common Management

Bakuraku Electronic Ledger Preservation

Bakuraku Expense Management

Bakuraku Invoice

Billing Management Robo

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