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DocuSign + Retable Integrations

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DocuSign + Retable Integrations

Add any DocuSign action to your workflow.

Use any of these DocuSign actions in your Relay.app workflows.

Use any of these Retable actions in your Relay.app workflows.

Overview

Connect DocuSign to Retable in just a few clicks, for free, with Relay.app.

Check below for the triggers and actions Relay.app supports, as well as example workflows using DocuSign and Retable. Relay.app provides seamless integration between DocuSign, Retable, and many other popular SaaS applications. Keep your data in sync across apps and set up repeated processes that can run without you needing to lift another finger.

Relay.app is an automation tool that people love for its deep & easy-to-use integrations, embedded AI features, human-in-the-loop functionality, and powerful workflow essentials.

See all of Relay.app's features

Example DocuSign + Retable workflows

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Automatically add row to table in Retable for each envelope added in DocuSign

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Send envelope from template automatically in DocuSign for each row added in Retable

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Export envelope as PDF automatically in DocuSign for each row changed in Retable

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Update row automatically in Retable for each envelope added in DocuSign

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Delete row automatically in Retable for each envelope added in DocuSign

Try it

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

Retable Actions

Project

Find project(s)

Table

add_box

Add row to table

library_add

Create or update row

delete

Delete row

Find row(s)

edit

Update row

Retable Triggers

Table

add

Row added

edit

Row changed

DocuSign Actions

Envelope

drafts

Draft envelope from template

drafts

Draft envelope using documents

download

Export envelope as PDF

outgoing_mail

Send envelope from template

outgoing_mail

Send envelope using documents

schedule

Wait until envelope signed (completed)

Template

Find template(s)

Create your own DocuSign + Retable integration

Select a trigger in DocuSign

Select an action in Retable

Create your workflow

Or automate Retable + DocuSign

Select a trigger in Retable

Select an action in DocuSign

Create your workflow

Connect DocuSign to your other apps

Or connect Retable to your other apps

See why people love Relay.app

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

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@ImLucasGrey

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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@rafanocode

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@dummy_coder

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@typeoneerror

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Notion Coach

@NotionCoach

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Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

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@ZikiDoesNotion

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Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

Lincoln T.

Small Business

Honestly, Relay is hands down my preferred automation tool (wayyyyy better than Zapier).

Honestly, Relay is hands down my preferred automation tool (wayyyyy better than Zapier). So thanks guys and keep up the awesome work!

- It super easy to test automations

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Small Business

Easy to use automation tool with a great team and product support

Ease of use to automate many different tasks. The platform is being updated regularly to become more powerful and provides access to ai features that make it available to anyone with basic computer skills.

Customer support is top notch

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