Select Trigger and Action

Supported Triggers & Actions

CRM Contact Created


Trigger

CRM Contact Updated


Trigger

Document Completed


Trigger

Document Created


Trigger

Document Updated


Trigger

New or Updated Spreadsheet Row


Trigger

New Row


Trigger

New Spreadsheet


Trigger

New Worksheet


Trigger

Cancel Invite to Sign


Action

Create CRM Contact


Action

Create Folder


Action

Create User


Action

Delete CRM Contact


Action

Delete Document


Action

Download Document


Action

Download Document Attachment


Action

Edit Document


Action

Get All Folders


Action

Get CRM Contact


Action

Get Document


Action

Get Document Download Link


Action

Get Document History


Action

Get Fields Data from Completed Document


Action

Get List of CRM Contacts


Action

Get User


Action

Invite to Sign


Action

Invite to Sign via SMS


Action

Move Document


Action

Resend Invite to Sign Email


Action

Send Invite with Payment Request


Action

Update CRM Contact


Action

Update User


Action

Upload Document


Action

Add Column


Action

Add Row


Action

Add Spreadsheet


Action

Add Worksheet


Action

Clear Row


Action

Copy Spreadsheet


Action

Copy Worksheet


Action

Find or Create Row


Action

Find or Create Worksheet


Action

Find Worksheet


Action

Lookup Spreadsheet Rows


Action

Update Row


Action

CRM Contact Created


Trigger

CRM Contact Updated


Trigger

Document Completed


Trigger

Document Created


Trigger

Document Updated


Trigger

New or Updated Spreadsheet Row


Trigger

New Row


Trigger

New Spreadsheet


Trigger

New Worksheet


Trigger

Cancel Invite to Sign


Action

Create CRM Contact


Action

Create Folder


Action

Create User


Action

Delete CRM Contact


Action

Delete Document


Action

Download Document


Action

Download Document Attachment


Action

Edit Document


Action

Get All Folders


Action

Get CRM Contact


Action

Get Document


Action

Get Document Download Link


Action

Get Document History


Action

Get Fields Data from Completed Document


Action

Get List of CRM Contacts


Action

Get User


Action

Invite to Sign


Action

Invite to Sign via SMS


Action

Move Document


Action

Resend Invite to Sign Email


Action

Send Invite with Payment Request


Action

Update CRM Contact


Action

Update User


Action

Upload Document


Action

Add Column


Action

Add Row


Action

Add Spreadsheet


Action

Add Worksheet


Action

Clear Row


Action

Copy Spreadsheet


Action

Copy Worksheet


Action

Find or Create Row


Action

Find or Create Worksheet


Action

Find Worksheet


Action

Lookup Spreadsheet Rows


Action

Update Row


Action

Request An Integration