Connect DocuSign to Voucherify

Both apps 44DocuSign 22Voucherify 22

• 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.

• Action
  Add Campaign

  Create a new voucher campaign (discount, gift, referral, or loyalty).

• Action
  Add Customer

  Create a new customer profile with contact info, address, and metadata.

• Action
  Add Publication

  Publishes a voucher to a customer: either a specific voucher code, or one or more codes drawn from a campaign.

• Action
  Add Voucher

  Create a new voucher, optionally with a specific or auto-generated code, discount/gift/loyalty-card type, and validity rules.

• Action
  Add Vouchers to Campaign

  Adds one or more new vouchers to an existing campaign. New vouchers inherit the campaign's settings unless overridden here.

• Action
  Check eligibility

  Returns the vouchers, promotion tiers and campaigns a customer and/or order qualifies for.

• Action
  Delete Campaign

  Deletes a campaign and all its vouchers, either moving them to the bin or removing them permanently. Deletion runs in the background.

• Action
  Delete Customer

  Deletes a customer in Voucherify. The customer is removed, so a new customer with the same source id can be created afterwards.

• Action
  Delete Voucher

  Deletes a voucher by its code, either moving it to the bin or removing it permanently. Also removes the voucher's redemptions.

• Action
  Get Campaign

  Retrieves a Voucherify campaign by its id or name.

• Action
  Get Customer

  Retrieve a single customer by ID or source_id.

• Action
  Get Redemption

  Returns a single redemption or redemption rollback by its ID, whether it succeeded or failed.

• Action
  Get Voucher

  Retrieves a voucher by its code or the id Voucherify assigned to it.

• Action
  List Campaigns

  Lists campaigns in the Voucherify project, optionally filtered by type, status or referral flag.

• Action
  List Customers

  Returns a list of customers, optionally filtered by email, city, name, segment, or created/updated dates.

• Action
  List Redemptions

  Returns a list of redemptions and redemption rollbacks, most recent first, optionally narrowed by result, campaign, customer, date and other filters.

• Action
  List Vouchers

  Returns vouchers in the project, most recent first, optionally narrowed by campaign, category, customer, code or creation/update dates.

• Action
  Redeem Voucher

  Redeems a voucher code (discount code, gift card or loyalty card) against an optional order and customer, incrementing the voucher's redemption count.

• Action
  Rollback Redemption

  Undo a single (non-stacked) redemption, returning its redemption to the voucher's pool and restoring any gift card credits or loyalty points it used.

• Action
  Update Customer

  Updates an existing Voucherify customer. Only the values you fill in are changed; blank fields are left as they are.

• Action
  Update Voucher

  Updates an existing voucher. Only the values you fill in are changed; everything else on the voucher stays as it is.

• Action
  Validate voucher

  Checks whether a voucher, gift card or loyalty card code can be applied to an order and customer, and returns the discount it would give, without redeeming it.

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