DocuSign integration with iFOLIO Cloud
How to Share an iFOLIO in iFOLIO Cloud when new Docusign envelopes are sent or completed
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 "Share an iFOLIO in iFOLIO Cloud when new Docusign envelopes are sent or completed" 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 iFOLIO Cloud integrations
iFOLIO Cloud actions
Nekton can use any feature that is available in iFOLIO Cloud API.
Using our advanced AI, you can easily create custom automations for iFOLIO Cloud.
Here are some typical actions you can do in your automated workflows.
Send Digital Business Card
Send the digital business card for a user. iFOLIO name must contain 'Digital Business Card' or 'Digital Biz Card'.
Find a Published iFOLIO
Finds a published iFOLIO by name & connected to a specific user
Send an iFOLIO
Send one of the iFOLIOs connected to a user. Able to send by email, MMS, or both
Search for iFOLIO User Id
Search by email address to retrieve an iFOLIO User Id
About iFOLIO Cloud
iFOLIO is the all-in-one integrated marketing platform to grow your business and enhance digital presence. Make work easier!