Add iOS Reminder when a DocuSign envelope is sent
Other popular DocuSign workflows and automations
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Add Mailchimp subscribers from newly completed DocuSign envelopes
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Create a Zoom meeting once a DocuSign envelope is completed
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Create DocuSign signature request for new Pipedrive activity
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Send DocuSign signature requests for new Acuity appointments
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Create tasks in Todoist when envelopes are sent in DocuSign
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Send emails from Gmail when new DocuSign envelopes are completed
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Add completed DocuSign envelopes to Dropbox
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When a DocuSign envelope is completed, create a new activity in Pipedrive
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Create your own DocuSign and Wink: Porkfolio workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
6 triggers, queries, and actions
Balance rises above
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time your Porkfolio's balance rises above an amount you specify.
Envelope completed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is completed.
Envelope sent
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is sent.
Money added
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time you add money to your Porkfolio.
History of balance rises above
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of when your Porkfolio's balance rises above an amount you specify. Note: this query will only return future events after this Applet is created.
Create signature request
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new signature request from a template.
Balance rises above
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time your Porkfolio's balance rises above an amount you specify.
Create signature request
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new signature request from a template.
Envelope completed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is completed.
Envelope sent
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is sent.
History of balance rises above
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of when your Porkfolio's balance rises above an amount you specify. Note: this query will only return future events after this Applet is created.
Money added
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time you add money to your Porkfolio.
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
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How to connect to a DocuSign automation
Find an automation using DocuSign
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Review trigger and action settings, and click connect. Simple as that!Upgrade your automations with
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More on DocuSign and Wink: Porkfolio
About DocuSign
DocuSign is the #1 way to send and sign documents electronically. Make your business faster, simpler and more cost-efficient with electronic agreements.
DocuSign is the #1 way to send and sign documents electronically. Make your business faster, simpler and more cost-efficient with electronic agreements.
About Wink: Porkfolio
Porkfolio is an app-enabled piggy bank that loads a full financial institution into one lovable package.
Porkfolio is an app-enabled piggy bank that loads a full financial institution into one lovable package.