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Coda + Docusign

Send envelopes using template in Docusign for every new row in Coda

Streamline your document handling with this handy workflow. Whenever a new row is added in Coda, it initiates the process of sending an envelope using a template in Docusign. This smooth, seamless automation reduces manual work, ensuring your Docusign documents are always up-to-date with your Coda records. It is a perfect solution to simplify and enhance your document management processes.

Streamline your document handling with this handy workflow. Whenever a new row is added in Coda, it initiates the process of sending an envelope using a template in Docusign. This smooth, seamless automation reduces manual work, ensuring your Docusign documents are always up-to-date with your Coda records. It is a perfect solution to simplify and enhance your document management processes.

  1. When this happens...
    CodaCoda
    New Row

    Triggers when a new row is added to the selected table.

    TriggerScheduled
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • DocumentRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
    • Source DocRequired

    • Title (override)

    Action
    Write
    • DocumentRequired

    • TableRequired

    • RowRequired

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • DocumentRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    • TableRequired

    Action
    Write
    • DocumentRequired

    • TableRequired

    • Matching Columns

    Action
    Write
    • DocumentRequired

    • TableRequired

    • Search ColumnRequired

    • Search ValueRequired

    Action
    Search
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About Coda

Coda is a new type of document that blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas.
Learn moreHelp

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About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

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