Connect Campaign Monitor and DocuSign

Both apps 40Campaign Monitor 18DocuSign 22

• Trigger
  New client

  Polling trigger. Fires when a new client is added to the account.

• Trigger
  New list

  Polling trigger. Fires when a new list is added to the specified client.

• Trigger
  New subscriber

  Polling trigger. Fires when a new active subscriber is added to the specified list.

• Action
  Add campaign

  Create a draft campaign.

• Action
  Add or update subscriber

  Adds a subscriber to the specified list if the email is not found, otherwise updates the existing subscriber.

• Action
  Create list

  Creates a new subscriber list for the specified client.

• Action
  Delete list

  Delete a list.

• Action
  Delete subscriber

  Delete a subscriber from a list.

• Action
  Get list

  Get details of a list.

• Action
  Get subscriber

  Retrieves a subscriber's details (including custom fields and state) by email from the specified list.

• Action
  List campaigns

  List sent campaigns for a client.

• Action
  List draft campaigns

  Lists a client's draft (unsent) campaigns.

• Action
  List lists

  List all subscriber lists for a client.

• Action
  List segments

  List segments for a list.

• Action
  List subscribers

  List active subscribers of a list (paginated).

• Action
  Unsubscribe

  Removes a subscriber from the specified list.

• Action
  Update list

  Update list settings.

• Action
  Update subscriber multi-select field

  Updates a subscriber's multi-select custom field. Existing selected values can be retained or replaced.

• Trigger
  New envelope sent

  Triggered when an envelope is sent from the DocuSign account.

• Action
  Add Envelope Recipients

  Add one or more recipients to an existing envelope.

• Action
  Create Envelope

  Create and optionally send an envelope. Pass documents, recipients, and status (created=draft, sent=send now).

• Action
  Create Envelope From Template

  Create and send an envelope from an existing template using template roles.

• Action
  Create Recipient View

  Generate an embedded signing URL (recipient view) for a recipient of an envelope.

• Action
  Delete Envelope Recipient

  Remove a recipient from an envelope by recipient ID.

• Action
  Get Envelope

  Retrieve a single envelope's status and details by envelope ID.

• Action
  Get envelope audit events

  Retrieve the audit event log for an envelope.

• Action
  Get envelope document

  Downloads one document from a DocuSign envelope (or all documents combined, as an archive, a portfolio, or just the certificate of completion) and returns the file content base64-encoded.

• Action
  Get Envelope Documents

  List the documents contained in an envelope.

• Action
  Get Envelope Recipients

  List the recipients of an envelope and their signing status.

• Action
  Get Envelope Status Changes

  List envelopes whose status changed since a given date (status polling).

• Action
  Get Template

  Retrieve a single template's definition by template ID.

• Action
  Get user

  Retrieves the information for a DocuSign user.

• Action
  List Account Users

  List the users in the DocuSign account.

• Action
  List Envelopes

  List envelopes in the account, optionally filtered by status and modified date.

• Action
  List Folders

  List the folders in the account.

• Action
  List Templates

  List the envelope templates in the account.

• Action
  Send Envelope

  Send a draft envelope by changing its status to sent.

• Action
  Update envelope

  Changes an existing DocuSign envelope: send a draft, void an in-process envelope, change a draft's email subject and message, resume a paused workflow, or queue a completed envelope's documents for purging.

• Action
  Update Envelope Recipients

  Update existing recipients on an envelope (e.g. correct email or name).

• Action
  Void Envelope

  Void a sent envelope, providing a void reason.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.