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Connect Cradl AI and Docusign

Integrate Cradl AI with Docusign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Popular Cradl AI + Docusign flows

Start from a real workflow other teams are already running.

Choose a trigger

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Cradl AI

When this happens...

Choose an action

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Docusign

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between Cradl AI and Docusign.

When this happensTriggers

A trigger is an event that starts a workflow.

New Document

New Document

Triggers when a new document is created.

New Dataset

New Dataset

Triggers when a new dataset is created.

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 Cradl AI

Do thisActions

Action is the task that follows automatically within your Cradl AI integrations.

List Models

List Models

Retrieve models in your Cradl AI organization, with optional owner and pagination parameters.

List Documents

List Documents

Retrieve documents, optionally filtering by dataset, document, or consent, with sorting and pagination.

List Plans

List Plans

Retrieve all plans; supports query parameters for filtering and pagination.

List Roles

List Roles

Retrieve existing roles; supports pagination with maxResults and nextToken.

List Secrets

List Secrets

Retrieve stored secrets; supports query parameters and pagination via nextToken.

List App Clients

List App Clients

Retrieve app clients, optionally limiting results or using nextToken for pagination.

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 + Cradl AI
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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 Cradl AI and Docusign?

Sign up for a free viaSocket account, then authorize both your Cradl AI 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 Cradl AI 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 Cradl AI 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 Cradl AI triggers actions in Docusign, and a separate workflow where Docusign triggers actions in Cradl AI. 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 Cradl AI 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 Cradl AI 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.