Connect Docusign and Phrase to Build Intelligent Automations
Ready to use Docusign and Phrase automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Job Created
Triggers when a Phrase Job has been created, but not yet started.
Job Started
Triggers when a Phrase Job is marked as in-progress.
Job Completed
Triggers when a Phrase Job has been marked as completed.
Do thisActions
Action is the task that follows automatically within your Docusign integrations.
Create Workspace
Create a new workspace.
Update Workspace
Updates a Workspace name or desctcription.
Delete Workspace
Deletes a Workspace.
List/Search Workspace
List all Workspace or search by name.
Create a Bulk Send List
Creates a new bulk send list.
Create Template
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Frequently Asked Questions
To start, connect both your Docusign and Phrase accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Phrase (or vice versa).
Absolutely. You can customize how Docusign data is recorded in Phrase. This includes choosing which data fields go into which fields of Phrase, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and Phrase typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Docusign and Phrase. 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.
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 MoreAbout Phrase
Phrase is a comprehensive localization management platform that streamlines the translation and localization process for businesses, enabling them to reach global audiences effectively.
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