Full list

Supported Triggers & Actions

Everything you can automate between ClearFeed and Docusign.

When this happensTriggers

A trigger is an event that starts a workflow.

New Envelope Completed

New Envelope Completed

Runs when an envelope is completed after all recipients have signed.

New Envelope Sent

New Envelope Sent

Runs when an envelope is sent to recipients for signature.

New Envelope Created

New Envelope Created

Runs when a new envelope is created as a draft and not yet sent.

Request a new Trigger for ClearFeed

Do thisActions

Action is the task that follows automatically within your ClearFeed integrations.

Update Custom Field

Update Custom Field

Update the name or configuration (select/multi-select options or text length) of an existing ClearFeed custom field by ID.

Delete Custom Field

Delete Custom Field

Delete a selected ClearFeed custom field.

Add Message to Request

Add Message to Request

Posts a reply or private note, optionally with attachments, to a request.

List Custom Fields

List Custom Fields

List custom fields for requests or customers; filter by entity type and choose response fields.

Create Request

Create Request

Creates a support request with a description and optional details or attachments.

Get Request

Get Request

Retrieve a ClearFeed request by Request ID or Slack message; optionally include related fields.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Docusign
Docusign + ClearFeed
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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.

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Frequently Asked Questions

How do I connect ClearFeed and Docusign?

Sign up for a free viaSocket account, then authorize both your ClearFeed 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between ClearFeed and Docusign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from ClearFeed to Docusign?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where ClearFeed triggers actions in Docusign, and a separate workflow where Docusign triggers actions in ClearFeed. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between ClearFeed and Docusign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire ClearFeed 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.