Generate documents from TurboDocx templates, manage and download deliverables and templates, and send documents for TurboSign e-signature with status, audit trail, resends and reminders.
Explore 17 workflow actions for TurboDocx, including account permissions and operation limits.
9 read actions8 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Delete deliverable
Write
Soft-delete a deliverable: it is marked inactive and leaves the list, but its data is kept.
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete template
Write
Delete a template so it can no longer generate documents; documents already generated are kept. There is no undelete.
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
A repeated request may repeat the external action. Review the previous result before retrying a write.
Download deliverable PDF
Read
Download a deliverable's PDF as a workflow file.
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
Download deliverable source
Read
Download a deliverable's DOCX or PPTX source as a workflow file (needs the file download feature on the license).
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
Generate deliverable
Write
Generate a document from a template by filling its placeholders; the PDF is made automatically.
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
Operation limits
AI prompts on variables are not offered.
Uses the organization's deliverable and storage limits.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get audit trail
Read
Read a TurboSign document's tamper-evident audit trail: every action with time, actor and hash chain.
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
Get deliverable
Read
Read one deliverable with its template, file type and filled variables.
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
Get signing status
Read
Read a TurboSign document's status, who sent it, and each recipient's signing status and email history, with counts of who is still pending.
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
Get template
Read
Read one template with its metadata and every variable it can fill (its own, its folder's and global ones).
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
List deliverables
Read
List generated documents in the organization, newest first, with search and paging.
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
List tags
Read
List the organization's active tags, sorted by label.
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
List templates
Read
List templates and folders at the workspace root, or every template across folders with type template.
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
Resend signature email
Write
Resend the signing invitation to recipients at the current signing order who have not signed. All named recipients must be eligible or nothing is sent.
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send for signature
Write
Send a document for e-signature now (emails go to the recipients): upload a file or use a deliverable or template, list the signers and place the fields by text anchor or coordinates.
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
Operation limits
Sends signing emails immediately; the review-first preview link is not offered.
File addresses (fileLink) are not offered.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send signature reminder
Write
Send a reminder email to the document's outstanding signers now (all whose turn it is, or the named ones). Answers what happened for each recipient.
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update deliverable
Write
Rename a deliverable, change its description, or replace all of its tags.
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update template
Write
Rename a template, change its description or folder, or replace its tags (the file and variables are unchanged).
Permissions and limits
Account permissions
A TurboDocx API key (Settings, API keys) and the organization ID (Features and integrations); writes need the administrator, contributor or user role
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in TurboDocx. A saved workflow is not a completed provider action.
Data & Docs · CONNECTION
