DocuSign integration with folk
How to Add people to folk groups for newly completed DocuSign envelopes
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 "Add people to folk groups for newly completed DocuSign envelopes" 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 folk integrations
folk actions
Nekton can use any feature that is available in folk API.
Using our advanced AI, you can easily create custom automations for folk.
Here are some typical actions you can do in your automated workflows.
Create Company
Create a new contact Company in your folk group.
Update Company
Update a contact Company in your folk group.
Find a Company
Find a company by matching exactly its name or one of its emails.
Create Person
Create a new contact Person in your folk group.
Update Person
Update a contact Person in your folk group.
Find a Person
Find a person by matching exactly their full name or one of their emails.
About folk
folk is the next generation CRM for teams