Connect ActivityInfo and Docusign
Integrate ActivityInfo with Docusign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Workspace in DocuSign when New Record in Activityinfo
Update Workspace in DocuSign when New Record in Activityinfo
Delete Workspace in Docusign when New Record in Activityinfo
List/Search Workspace in DocuSign when New Record in Activityinfo
Create a Bulk Send List in DocuSign when New Record in Activityinfo
Popular ActivityInfo + Docusign flows
Start from a real workflow other teams are already running.
Choose a trigger
ActivityInfo
When this happens...
New Record
Updated Record
Choose an action
Docusign
Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Create a Bulk Send List
Create Template
Update Template
Create Signing Group
Add User to Signing Group
Update Signing Group
Delete Signing Group
Create Bulk Send Request
Delete Bulk Send List
List/Search Bulk Send List
List/Search temaplate
Create Workspace in DocuSign when New Record in Activityinfo
Use this flowUpdate Workspace in DocuSign when New Record in Activityinfo
Use this flowDelete Workspace in Docusign when New Record in Activityinfo
Use this flowList/Search Workspace in DocuSign when New Record in Activityinfo
Use this flowCreate a Bulk Send List in DocuSign when New Record in Activityinfo
Use this flowCreate Template in DocuSign when New Record in Activityinfo
Use this flowUpdate Template in Docusign when New Record in Activityinfo
Use this flowCreate Signing Group in Docusign when New Record in Activityinfo
Use this flowAdd User to Signing Group in Docusign when New Record in Activityinfo
Use this flowUpdate Signing Group in Docusign when New Record in Activityinfo
Use this flowSupported Triggers & Actions
Everything you can automate between ActivityInfo and Docusign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Runs when a new record is added to a chosen form.
Updated Record
Runs when an existing record is changed in a chosen form.
New Envelope Completed
Runs when an envelope is completed after all recipients have signed.
New Envelope Sent
Runs when an envelope is sent to recipients for signature.
New Envelope Created
Runs when a new envelope is created as a draft and not yet sent.
Do thisActions
Action is the task that follows automatically within your ActivityInfo integrations.
Create Record
Add a new record to a chosen ActivityInfo form or subform.
Update Record
Change the values of an existing record in a chosen form.
Delete Record
Delete a record from a form by its form ID and record ID.
List Records
Get records from a chosen form: all records, records matching a formula, or one record by ID.
Create Workspace
Create a new workspace.
Update Workspace
Updates a Workspace name or desctcription.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ActivityInfo
ActivityInfo is a data management platform for humanitarian and development organizations to collect, manage, analyze, and report on program data.
Learn more
About Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ActivityInfo and Docusign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ActivityInfo and Docusign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Docusign. No coding required.
Yes. You can set up a workflow where ActivityInfo triggers actions in Docusign, and a separate workflow where Docusign triggers actions in ActivityInfo. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ActivityInfo and Docusign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ActivityInfo and Docusign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
