Booqable integration with DocuSign
How to Create DocuSign signature requests for new reserved orders in Booqable
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create DocuSign signature requests for new reserved orders in Booqable" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Booqable integrations
Booqable actions
Nekton can use any feature that is available in Booqable API.
Using our advanced AI, you can easily create custom automations for Booqable.
Here are some typical actions you can do in your automated workflows.
Delete Customer
Delete a customer.
Find Customer - By ID
Search for Customer by ID.
Find Order - By ID
Search for Order by ID.
Create Customer
Create a new customer.
Update Customer
Update a customer.
Find Customer - By Name or Email
Search for Customer by name or email.
About Booqable
Booqable is cloud-based rental software to manage your business and accept online bookings.