Legalboards integration with DocuSign
How to Create signature requests in DocuSign from new moved cards in Legalboards
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 signature requests in DocuSign from new moved cards in Legalboards" 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 Legalboards integrations
Legalboards actions
Nekton can use any feature that is available in Legalboards API.
Using our advanced AI, you can easily create custom automations for Legalboards.
Here are some typical actions you can do in your automated workflows.
Create Contact Card
Creates a Contact Card
Create Card
Creates a New Card
Create Matter Card
Creates a Matter with a Card
Move Card
Triggers when a card is moved.
New Card
Triggers when a new card is created.
New Clio Task
Triggers when a new clio task is created.
About Legalboards
Legalboards streamline your workflow and Reduce the learning curve of new team members.