Docusign
HelpScout
Integrate Docusign with HelpScout within minutes using Conduitly. Connect your work apps with Conduitly’s no code integration platform and automate the flow of data, repetitive tasks, and workflows between Docusign and HelpScout.
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Docusign with HelpScout in minutes
Supported Triggers & Actions
Envelope Completed
Triggers when an envelope is completed.
Trigger
Schedule
Envelope Created
Triggers when a new envelope is created.
Trigger
Schedule
Envelope Declined
Triggers when an envelope is declined.
Trigger
Schedule
Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Schedule
Envelope Recipient Completed
Triggers when a recipient completes an envelope.
Trigger
Schedule
Envelope Recipient Declined
Triggers when a recipient declines an envelope.
Trigger
Schedule
Envelope Sent
Triggers when an envelope is sended.
Trigger
Schedule
Envelope Updated
Triggers when an existing envelope is updated.
Trigger
Schedule
Envelope Voided
Triggers when an envelope is voided.
Trigger
Schedule
Conversation Customer Replied
Triggers when on conversation a customer replied.
Trigger
Schedule
Conversation Note Added
Triggers when on conversation a note is added.
Trigger
Schedule
Conversation Status Updated
Triggers when a conversation status is updated.
Trigger
Schedule
Conversation Tag Updated
Triggers when a conversation tag is updated.
Trigger
Schedule
Customer Updated
Triggers when a customer is updated.
Trigger
Schedule
New Conversation Added
Triggers when a new conversation is added.
Trigger
Schedule
New Conversation Assigned
Triggers when a new conversation is assigned.
Trigger
Schedule
New Customer Created
Triggers when a new customer is created.
Trigger
Schedule
New Satisfaction Rating Recieved (Use Sample Data)
Triggers when a new satisfaction rating is recieved.
Trigger
Schedule
New Survey Response Recieved (Use Sample Data)
Triggers when a new survey response is recieved.
Trigger
Schedule
Add Contact
Add a list of contacts in bulk.
Action
Write
Add User
Add a list of users in bulk.
Action
Write
Bulk Delete Envelope Recipients
Delete one or more recipients from a draft or sent envelope
Action
Write
Create Bulk Send List
Create a new bulk send list.
Action
Write
Create Bulk Send Request
Create a new bulk send request.
Action
Write
Create Envelope
Create a new envelope.
Action
Write
Create Envelope Attachment
Create one or more envelope attachments for a draft or in-process envelope.
Action
Write
Create Envelope Recipient
Create one or more recipients to an envelope.
Action
Write
Delete Contact
Delete an existing contact.
Action
Write
Delete Envelope Attachment
Delete one or more envelope attachments from a draft envelope.
Action
Write
Delete Envelope Recipient
Delete a recipient from a draft or sent envelope.
Action
Write
Delete User
Close one or more users in the account.
Action
Write
Get Contact
Get an existing contact.
Action
Write
Get Envelope
Get an existing envelope.
Action
Write
Get Envelope Attachment
Get an envelope attachment from an envelope.
Action
Write
Get Envelope Doc Gen Form Fields
Get the sender fields found in the specified envelope’s documents.
Action
Write
Get Envelope Documents
Get a single document or all documents from an envelope.
Action
Write
Get Envelope Form Data
Get envelope form data from any in-process, completed, or canceled envelope.
Action
Write
Get Envelope Recipient Signature Info
Get signature information for a signer or sign-in-person recipient.
Action
Write
Get User
Get an existing user.
Action
Write
List Envelope Attachments
Get a list of envelope attachments.
Action
Write
List Envelope Custom Fields
Get the list of custom fields for the specified envelope.
Action
Write
List Envelope Document Fields
Get the list of document fields for the specified envelope.
Action
Write
List Envelope Documents
Get a list of documents associated with the specified envelope.
Action
Write
List Envelope Recipients
Get a list of recipients associated with the specified envelope.
Action
Write
List Envelope Status Changes
Get the list of envelopes in the specified account.
Action
Write
List Users
Get a list of users.
Action
Write
Update Contact
Update a list of contacts in bulk.
Action
Write
Update Envelope
Update an existing envelope.
Action
Write
Update Envelope Attachment
Update an envelope attachment on a draft or in-process envelope.
Action
Write
Update Envelope Doc Gen Form Fields
Update the envelope’s document by populating its sender-defined fields.
Action
Write
Update Envelope Document
Add or replace a document in an existing draft or in-process envelope.
Action
Write
Update Envelope Documents
Update one or more documents in an existing envelope, or optionally create a new document if it doesn’t already exist.
Action
Write
Update Envelope Recipient
Update the recipients of a draft envelope or corrects recipient information for an in-process envelope.
Action
Write
Update User
Update an existing user.
Action
Write
Add Customer
Add a customer.
Action
Write
Create Conversation
Create a conversation.
Action
Write
Delete Conversation
Delete a conversation.
Action
Write
Delete Customer
Delete a customer.
Action
Write
Delete User
Delete a user.
Action
Write
Get Attachment
Get an attachment.
Action
Write
Get Conversation
Get a conversation.
Action
Write
Get Customer
Get a customer.
Action
Write
Get Satisfaction Rating
Get a satisfaction rating.
Action
Write
Get User
Get a user.
Action
Write
List Conversations
Retrieve a list of conversations.
Action
Write
List Customer
Retrieve a list of customers.
Action
Write
List Tags
Retrieve a list of tags.
Action
Write
List Users
Retrieve a list of users.
Action
Write
Update Conversation
Update a conversation.
Action
Write
Update Conversation Tag
Update a conversation tags.
Action
Write
Update Customer
Update a customer.
Action
Write
Upload Attachment
Upload an attachment.
Action
Write
Envelope Completed
Triggers when an envelope is completed.
Trigger
Schedule
Envelope Created
Triggers when a new envelope is created.
Trigger
Schedule
Envelope Declined
Triggers when an envelope is declined.
Trigger
Schedule
Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Schedule
Envelope Recipient Completed
Triggers when a recipient completes an envelope.
Trigger
Schedule
Envelope Recipient Declined
Triggers when a recipient declines an envelope.
Trigger
Schedule
Envelope Sent
Triggers when an envelope is sended.
Trigger
Schedule
Envelope Updated
Triggers when an existing envelope is updated.
Trigger
Schedule
Envelope Voided
Triggers when an envelope is voided.
Trigger
Schedule
Conversation Customer Replied
Triggers when on conversation a customer replied.
Trigger
Schedule
Conversation Note Added
Triggers when on conversation a note is added.
Trigger
Schedule
Conversation Status Updated
Triggers when a conversation status is updated.
Trigger
Schedule
Conversation Tag Updated
Triggers when a conversation tag is updated.
Trigger
Schedule
Customer Updated
Triggers when a customer is updated.
Trigger
Schedule
New Conversation Added
Triggers when a new conversation is added.
Trigger
Schedule
New Conversation Assigned
Triggers when a new conversation is assigned.
Trigger
Schedule
New Customer Created
Triggers when a new customer is created.
Trigger
Schedule
New Satisfaction Rating Recieved (Use Sample Data)
Triggers when a new satisfaction rating is recieved.
Trigger
Schedule
New Survey Response Recieved (Use Sample Data)
Triggers when a new survey response is recieved.
Trigger
Schedule
Add Contact
Add a list of contacts in bulk.
Action
Write
Add User
Add a list of users in bulk.
Action
Write
Bulk Delete Envelope Recipients
Delete one or more recipients from a draft or sent envelope
Action
Write
Create Bulk Send List
Create a new bulk send list.
Action
Write
Create Bulk Send Request
Create a new bulk send request.
Action
Write
Create Envelope
Create a new envelope.
Action
Write
Create Envelope Attachment
Create one or more envelope attachments for a draft or in-process envelope.
Action
Write
Create Envelope Recipient
Create one or more recipients to an envelope.
Action
Write
Delete Contact
Delete an existing contact.
Action
Write
Delete Envelope Attachment
Delete one or more envelope attachments from a draft envelope.
Action
Write
Delete Envelope Recipient
Delete a recipient from a draft or sent envelope.
Action
Write
Delete User
Close one or more users in the account.
Action
Write
Get Contact
Get an existing contact.
Action
Write
Get Envelope
Get an existing envelope.
Action
Write
Get Envelope Attachment
Get an envelope attachment from an envelope.
Action
Write
Get Envelope Doc Gen Form Fields
Get the sender fields found in the specified envelope’s documents.
Action
Write
Get Envelope Documents
Get a single document or all documents from an envelope.
Action
Write
Get Envelope Form Data
Get envelope form data from any in-process, completed, or canceled envelope.
Action
Write
Get Envelope Recipient Signature Info
Get signature information for a signer or sign-in-person recipient.
Action
Write
Get User
Get an existing user.
Action
Write
List Envelope Attachments
Get a list of envelope attachments.
Action
Write
List Envelope Custom Fields
Get the list of custom fields for the specified envelope.
Action
Write
List Envelope Document Fields
Get the list of document fields for the specified envelope.
Action
Write
List Envelope Documents
Get a list of documents associated with the specified envelope.
Action
Write
List Envelope Recipients
Get a list of recipients associated with the specified envelope.
Action
Write
List Envelope Status Changes
Get the list of envelopes in the specified account.
Action
Write
List Users
Get a list of users.
Action
Write
Update Contact
Update a list of contacts in bulk.
Action
Write
Update Envelope
Update an existing envelope.
Action
Write
Update Envelope Attachment
Update an envelope attachment on a draft or in-process envelope.
Action
Write
Update Envelope Doc Gen Form Fields
Update the envelope’s document by populating its sender-defined fields.
Action
Write
Update Envelope Document
Add or replace a document in an existing draft or in-process envelope.
Action
Write
Update Envelope Documents
Update one or more documents in an existing envelope, or optionally create a new document if it doesn’t already exist.
Action
Write
Update Envelope Recipient
Update the recipients of a draft envelope or corrects recipient information for an in-process envelope.
Action
Write
Update User
Update an existing user.
Action
Write
Add Customer
Add a customer.
Action
Write
Create Conversation
Create a conversation.
Action
Write
Delete Conversation
Delete a conversation.
Action
Write
Delete Customer
Delete a customer.
Action
Write
Delete User
Delete a user.
Action
Write
Get Attachment
Get an attachment.
Action
Write
Get Conversation
Get a conversation.
Action
Write
Get Customer
Get a customer.
Action
Write
Get Satisfaction Rating
Get a satisfaction rating.
Action
Write
Get User
Get a user.
Action
Write
List Conversations
Retrieve a list of conversations.
Action
Write
List Customer
Retrieve a list of customers.
Action
Write
List Tags
Retrieve a list of tags.
Action
Write
List Users
Retrieve a list of users.
Action
Write
Update Conversation
Update a conversation.
Action
Write
Update Conversation Tag
Update a conversation tags.
Action
Write
Update Customer
Update a customer.
Action
Write
Upload Attachment
Upload an attachment.
Action
Write
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