Connect DocuSign and OnceHub

Both apps 54DocuSign 22OnceHub 32

• 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.

• Trigger
  Booking Canceled

  Triggers when a OnceHub booking is canceled by the customer or by someone on your team.

• Trigger
  Booking Cancelled and Rescheduled

  Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page.

• Trigger
  Booking Completed

  Triggers when a OnceHub booking's end time has passed and the meeting is marked completed.

• Trigger
  Booking Lifecycle Event

  Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it.

• Trigger
  Booking No-Show

  Triggers when a OnceHub booking is marked as a no-show.

• Trigger
  Booking Rescheduled

  Triggers when a OnceHub booking is rescheduled to a new time.

• Trigger
  Booking Scheduled

  Triggers when a new OnceHub booking is scheduled.

• Trigger
  Contact Captured

  Triggers when a new contact is captured in OnceHub.

• Trigger
  Contact Lifecycle Event

  Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place.

• Trigger
  Contact Updated

  Triggers when an existing OnceHub contact is updated.

• Trigger
  Conversation Abandoned

  Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned.

• Trigger
  Conversation Closed

  Triggers when a OnceHub chatbot conversation is closed.

• Trigger
  Conversation Lifecycle Event

  Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it.

• Trigger
  Conversation Started

  Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts.

• Trigger
  Reassigned Booking

  Triggers when a OnceHub booking is reassigned to a different host.

• Action
  Cancel Booking

  Cancels a OnceHub booking, optionally with a reason and without emailing the customer.

• Action
  Create Contact

  Creates a new contact in OnceHub. Give at least an email address or a mobile number.

• Action
  Create One-Time Booking Link

  Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration.

• Action
  Delete Contact

  Deletes a contact from OnceHub.

• Action
  Find Contact

  Finds a OnceHub contact by email address.

• Action
  Get Available Time Slots

  Returns the open meeting times on a OnceHub booking calendar for the window you choose.

• Action
  Get Booking Calendar

  Returns one OnceHub booking calendar with its host, public link and meeting length.

• Action
  Get Booking Details

  Returns one OnceHub booking with its time, customer details and booking form answers.

• Action
  Get Contact

  Returns one OnceHub contact with its details and custom fields.

• Action
  Get Contact's Future Meetings

  Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give.

• Action
  List Booking Calendars

  Lists the booking calendars in your OnceHub account.

• Action
  List Bookings

  Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range.

• Action
  List Contacts

  Lists the contacts in your OnceHub account, with optional email and date filters.

• Action
  Mark Booking as No-Show

  Marks a OnceHub booking as a no-show.

• Action
  Reassign Booking

  Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use.

• Action
  Request Reschedule

  Asks the customer to pick a new time for a OnceHub booking, optionally telling them why.

• Action
  Update Contact

  Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value.

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