Integrate InvGate Service Management with Docusign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when New Envelope Completed in DocuSign
Get Categories from InvGate Service Management when New Envelope Completed in DocuSign
Get Users from InvGate Service Management when New Envelope Completed in DocuSign
Get Incident Details from InvGate Service Management when New Envelope Completed in DocuSign
Create User in InvGate Service Management when New Envelope Completed in DocuSign
Start from a real workflow other teams are already running.
InvGate Service Management
When this happens...
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 Incident in InvGate Service Management when New Envelope Completed in DocuSign
Use this flowGet Categories from InvGate Service Management when New Envelope Completed in DocuSign
Use this flowGet Users from InvGate Service Management when New Envelope Completed in DocuSign
Use this flowGet Incident Details from InvGate Service Management when New Envelope Completed in DocuSign
Use this flowCreate User in InvGate Service Management when New Envelope Completed in DocuSign
Use this flowCreate Incident in InvGate Service Management when New Envelope Sent in DocuSign
Use this flowGet Categories from InvGate Service Management when New Envelope Sent in DocuSign
Use this flowGet Users from InvGate Service Management when New Envelope Sent in DocuSign
Use this flowGet Incident Details from InvGate Service Management when New Envelope Sent in DocuSign
Use this flowCreate User in InvGate Service Management when New Envelope Sent in DocuSign
Use this flowEverything you can automate between InvGate Service Management and Docusign.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when an envelope is completed after all recipients have signed.
Runs when an envelope is sent to recipients for signature.
Runs when a new envelope is created as a draft and not yet sent.
Action is the task that follows automatically within your InvGate Service Management integrations.
Create an incident with title, requester, creator, priority, category, and optional description, location, occurrence date, and related items.
Retrieve service categories used to classify incidents and service requests.
Action to list users
Retrieve details for a specific incident by ID, with options to include comments and format dates.
Create a new user with profile, contact, manager, and address details.
Create a new workspace.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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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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InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
Learn moreDocuSign1 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 moreSign up for a free viaSocket account, then authorize both your InvGate Service Management 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 InvGate Service Management 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 InvGate Service Management triggers actions in Docusign, and a separate workflow where Docusign triggers actions in InvGate Service Management. 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 InvGate Service Management and Docusign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire InvGate Service Management 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.