Malcolm! integration with DocuSign
How to Create signature requests in DocuSign from new workflow completions in Malcolm!
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 workflow completions in Malcolm!" 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 Malcolm! integrations
Malcolm! actions
Nekton can use any feature that is available in Malcolm! API.
Using our advanced AI, you can easily create custom automations for Malcolm!.
Here are some typical actions you can do in your automated workflows.
New Workflow Completion
Triggers when a Workflow is completed.
About Malcolm!
Malcolm! is a set of easy to use tools that lets your users service, interact and engage with you online.