Pennylane integration with DocuSign
How to Create signature requests in DocuSign from new Pennylane estimates
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 Pennylane estimates" 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 Pennylane integrations
Pennylane actions
Nekton can use any feature that is available in Pennylane API.
Using our advanced AI, you can easily create custom automations for Pennylane.
Here are some typical actions you can do in your automated workflows.
Create Customer
Creates a new customer.
Retrieve Customer Invoice
Retrieves customer invoice.
Update Customer
Updates customer.
Create Product
Creates a new product.
Retrieve Estimate
Retrieves estimates.
Update Product
Updates product.
About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.