Docusign
Xero
Integrate Docusign with Xero 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 Xero.
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Docusign with Xero 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
Account Added
Get latest account from the Xero list of accounts.
Trigger
Schedule
Bill Added
Get latest bill from the Xero list of bills.
Trigger
Schedule
Customer Added
Get latest customer from the Xero list of customers.
Trigger
Schedule
Customer Updated
Get latest updated customer from the Xero list of customers.
Trigger
Schedule
Estimate Added
Get latest estimate from the Xero list of estimates.
Trigger
Schedule
Expense Added
Get latest expense from the Xero list of expenses.
Trigger
Schedule
Invoice Added
Get latest invoice from the Xero list of invoices.
Trigger
Schedule
Payment Added
Get latest payment from the Xero list of payments.
Trigger
Schedule
Purchase Order Added
Get latest purchase order from the Xero list of purchase orders.
Trigger
Schedule
Receipt Added
Get latest receipt from the Xero list of receipts.
Trigger
Schedule
Vendor Added
Get latest vendor from the Xero list of vendors.
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
Create Bank Transaction
Create Bank Transaction in Xero.
Action
Write
Create Bill
Create bill in Xero.
Action
Write
Create Credit Note
Create Credit Note in Xero.
Action
Write
Create Customer/Supplier
Create customer/supplier in Xero Online.
Action
Write
Create Invoice
Create invoice in Xero.
Action
Write
Create Item
Create Item in Xero.
Action
Write
Create Journal Entry
Create a new manual journal entry in Xero.
Action
Write
Create Payment
Create payment in Xero.
Action
Write
Create Purchase Order
Create purchase order in Xero.
Action
Write
Create Quote
Create Quote in Xero.
Action
Write
Create Time Entry
Create Time Entry in Xero.
Action
Write
Find Account
Find Account in Xero.
Action
Write
Find Customer
Find Customer in Xero.
Action
Write
Find Invoice
Find Invoice in Xero.
Action
Write
Find Product
Find Product in Xero.
Action
Write
Find Vendor
Find Vendor in Xero.
Action
Write
Get Receipt
Get Receipt in Xero.
Action
Write
Send Invoice
Send Invoice in Xero.
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
Account Added
Get latest account from the Xero list of accounts.
Trigger
Schedule
Bill Added
Get latest bill from the Xero list of bills.
Trigger
Schedule
Customer Added
Get latest customer from the Xero list of customers.
Trigger
Schedule
Customer Updated
Get latest updated customer from the Xero list of customers.
Trigger
Schedule
Estimate Added
Get latest estimate from the Xero list of estimates.
Trigger
Schedule
Expense Added
Get latest expense from the Xero list of expenses.
Trigger
Schedule
Invoice Added
Get latest invoice from the Xero list of invoices.
Trigger
Schedule
Payment Added
Get latest payment from the Xero list of payments.
Trigger
Schedule
Purchase Order Added
Get latest purchase order from the Xero list of purchase orders.
Trigger
Schedule
Receipt Added
Get latest receipt from the Xero list of receipts.
Trigger
Schedule
Vendor Added
Get latest vendor from the Xero list of vendors.
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
Create Bank Transaction
Create Bank Transaction in Xero.
Action
Write
Create Bill
Create bill in Xero.
Action
Write
Create Credit Note
Create Credit Note in Xero.
Action
Write
Create Customer/Supplier
Create customer/supplier in Xero Online.
Action
Write
Create Invoice
Create invoice in Xero.
Action
Write
Create Item
Create Item in Xero.
Action
Write
Create Journal Entry
Create a new manual journal entry in Xero.
Action
Write
Create Payment
Create payment in Xero.
Action
Write
Create Purchase Order
Create purchase order in Xero.
Action
Write
Create Quote
Create Quote in Xero.
Action
Write
Create Time Entry
Create Time Entry in Xero.
Action
Write
Find Account
Find Account in Xero.
Action
Write
Find Customer
Find Customer in Xero.
Action
Write
Find Invoice
Find Invoice in Xero.
Action
Write
Find Product
Find Product in Xero.
Action
Write
Find Vendor
Find Vendor in Xero.
Action
Write
Get Receipt
Get Receipt in Xero.
Action
Write
Send Invoice
Send Invoice in Xero.
Action
Write
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