HubSpot and DocuSign

HubSpot

Triggers

• New contactRuns when a contact is created in HubSpot, by a form, an import, a person or another app.
• New companyRuns when a company is created in HubSpot, by a person, an import, a form or another app. Companies already there when the workflow is turned on don't start it.
• New dealRuns when a deal is created in HubSpot, in any pipeline.
• Deal reached a stageRuns when a deal enters the stage you choose in HubSpot, such as Closed won, however long ago the deal was created. A deal that leaves the stage and comes back runs it again.
• Property changedRuns when a property you choose is set or changed on a contact, company or deal in HubSpot, such as a contact's lifecycle stage, or only when it changes to the value you give, such as customer.
• New form submissionRuns when someone fills in and submits one of your HubSpot forms.

Actions

• Create a contactAdd a contact by email address. If someone already has that email, their details are updated instead, so nobody is added twice.
• Find a contact by emailFind the contact with an email address. The step fails when nobody has it. To add someone only if they're new, use Create a contact instead, which never adds the same email twice.
• Find contacts by name, email or companyLook up contacts by a name, email address, phone number or company, best match first, the way HubSpot's own search box does.
• Update a contactChange a contact's details, such as their name, phone number or company.
• List contactsList contacts, oldest first, for a quick look. To report on recent leads, use Find contacts created in a date range.
• Find contacts created in a date rangeFind contacts created since a date, newest first, with a count of every one that matches.

DocuSign

Triggers

• Envelope completedRuns when everyone has signed an envelope, with its ID and subject, ready for 'Download signed documents'. Envelopes already completed when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• Envelope status changedRuns when an envelope is sent, opened by a signer, completed, declined or voided: pick one, or leave it blank for all five. Changes made before the workflow is turned on don't start it. How often it checks follows your workspace plan.

Actions

• List envelopesList the documents you have sent for signature (DocuSign calls these envelopes), newest first. You can narrow the list by status or start date, or list only the ones still waiting to be signed after so many days, each with who has still to sign.
• Create draft envelopePrepare a draft envelope with your documents and signers. The draft is not sent yet; use 'Send envelope' when it is ready.
• Send envelopeSend a draft envelope to its recipients for signature.
• Get envelope statusCheck where an envelope is in the signing process (for example sent, delivered, or completed).
• Void envelopeCancel an envelope that has already been sent so it can no longer be signed. You must give a reason.
• List templatesList the reusable envelope templates in your DocuSign account, optionally filtered by name.