Connect Docusign and JustCall to Build Intelligent Automations

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Docusign

When this happens...

Choose an Action

JustCall

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Call Updated

Call Updated

Triggers when you add/update notes for a particular call.

Incoming Call

Incoming Call

Triggers for a new incoming call.

Call Ended

Call Ended

Triggers when a call is ended.

New Text Sent/Received

New Text Sent/Received

Triggers when a new text is sent or received.

Call Completed

Call Completed

Triggers when a call

Call Answered

Call Answered

Triggers when a call answered

Do thisActions

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

Create Workspace

Create Workspace

Create a new workspace.

Update Workspace

Update Workspace

Updates a Workspace name or desctcription.

Delete Workspace

Delete Workspace

Deletes a Workspace.

List/Search Workspace

List/Search Workspace

List all Workspace or search by name.

Create a Bulk Send List

Create a Bulk Send List

Creates a new bulk send list.

Create Template

Create Template

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Frequently Asked Questions

How do I start an integration between Docusign and JustCall?

To start, connect both your Docusign and JustCall accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in JustCall (or vice versa).

Can we customize how data from Docusign is recorded in JustCall?

Absolutely. You can customize how Docusign data is recorded in JustCall. This includes choosing which data fields go into which fields of JustCall, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docusign and JustCall?

The data sync between Docusign and JustCall typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docusign to JustCall?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docusign and JustCall?

Yes, you can set conditional logic to control the flow of data between Docusign and JustCall. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Docusign

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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JustCall

About JustCall

JustCall is a cloud-based phone system designed for businesses to manage customer communication through features like call forwarding, SMS, and IVR. It integrates with various CRM platforms, supporting remote teams and enhancing productivity.

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