Project Description

Integration Usage
Link sending of a new document via Docusign to recipients at a specific point within your Scoop workflow stage changes. Download a completed and signed document from Docusign and attach to your project fields in Scoop. Create a “FLO” as a series of steps to automate or integrate data and workflow with Scoop. In this way when an Event “triggers” the FLO it will perform each Action and Function, one by one, from left to right. See the specific set of available Events and Actions for integrating with Scoop.
Specifications
Powered by: | Scoop Robotix GLOO™ |
Support: | Fully Hosted & Managed Service |
Available Events & Actions
- Document Completed
Start FLO when a document is complete - Document Declined
Start FLO when a document is declined - Document Sent
Start FLO when a document is delivered - Document Signed
Start FLO when a document is Signed - New Document in Inbox
Start FLO when a document is sent you for signature
- Add Custom Field
Add a text custom field to the document - Add Recipient to Document
Add a recipient to an existing document. - Create Document
Create a new document from template - Custom API Call
Make an authenticated HTTP request to the docusign API. - Download Document
Download a document as a file - Modify Custom Field
Modify an existing text custom field using the field ID - Read Document Info
Read info about a document using the Document ID - Send Document
Send a draft document to recipients - Upload file to envelope