Superdocu integration with DocuSign
How to Send DocuSign signature requests for newly-completed Superdocu contacts
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Send DocuSign signature requests for newly-completed Superdocu contacts" and then click on "Automate".
-
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 Superdocu integrations
Superdocu actions
Nekton can use any feature that is available in Superdocu API.
Using our advanced AI, you can easily create custom automations for Superdocu.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new contact in Superdocu.
Invite Contact to Workflow
Invites a new contact to a workflow.
You have to provider a contact id or email.
Contact Invited to Workflow
Triggers when a contact is invited to a workflow.
Document Group Expired Today
Triggers when a document expires.
Contact Complete a Workflow
Triggers when a contact has completed a workflow.
Document Group Expires in One Week
Triggers when a document (group) expires in exactly one week.
About Superdocu
Superdocu helps people collect documents and information easily, and follow-up in case of missing data.