Alkymi + DocuSign
Import newly-signed documents from DocuSign to Alkymi Data Inbox
Automate your team's document workflows with this integration. Once envelopes are sent or documents are completed in DocuSign, Alkymi will process them automatically. No more manual, time consuming, error-prone data management for you and your customers.
Automate your team's document workflows with this integration. Once envelopes are sent or documents are completed in DocuSign, Alkymi will process them automatically. No more manual, time consuming, error-prone data management for you and your customers.
- When this happens...
Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!
Upload Document FileUploads a file to a Data Inbox tenant for processing.
Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.Trigger- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
When an Alkymi Event Triggers (Return Document Information)Triggers when the selected Alkymi user events occur. Sends document level data.Trigger- When an Alkymi Event Triggers (Return Record Information)Triggers when the selected Alkymi user events occur. Sends record level data.Trigger
- Upload Document FileUploads a file to a Data Inbox tenant for processing.Action
- Get General API ResponseProvide an API url to get the API response.Action
- Get Document InformationRetrieve a specific document instance.Action
- Alkymi
Downloads a copy of the document file posted to Data Inbox in its original format.
Scheduled
Action
- Alkymi
Downloads a copy of the document file posted to Data Inbox in a converted PDF format.
Scheduled
Action
- Alkymi
Retrieve a specific record instance. The returned record object may require additional parsing before using downstream in the workflow.
Scheduled
Action
- Alkymi
Pass in a record UUID to get an object containing underlying field data
Scheduled
Action
- Alkymi
Pass in a record UUID to get a list of field names
Scheduled
Action
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