Connect Callyzer and DocuSeal to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
Choose an Action
Automatically do this!
Create Template from HTML
Clone Template
Archive Template
Update Template
Create a submission
List all submitters
Find Submitter by Email
Create a submission from HTML
Ready to use Callyzer and DocuSeal automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Trigger's when new event occurs.
New Template
Triggers when new template is created.
Update Template
Triggers when new template is updated.
Submission Created
Triggers when form submission created.
Submission Completed
Triggers when form submission completed.
Form Completed
Triggers when the form is completed.
Do thisActions
Action is the task that follows automatically within your Callyzer integrations.
Fetch Employee Details
Retrieves details of registered employees, including numbers and tags.
Fetch Call History Report
Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.
Fetch Summary Report
Retrieves call counts with Never Attended, Never Received, Unique Clients, and Working Hour.
Fetch Employee Summary Report
Retrieves call counts, unique clients, and working hours for a given date range.
Create Template from HTML
Creates a new document template for future use.
Clone Template
Clone an existing template.
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Frequently Asked Questions
To start, connect both your Callyzer and DocuSeal accounts to viaSocket. Once connected, you can set up a workflow where an event in Callyzer triggers actions in DocuSeal (or vice versa).
Absolutely. You can customize how Callyzer data is recorded in DocuSeal. This includes choosing which data fields go into which fields of DocuSeal, setting up custom formats, and filtering out unwanted information.
The data sync between Callyzer and DocuSeal 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 Callyzer and DocuSeal. 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 Callyzer
Callyzer is a comprehensive call tracking and analytics platform designed to help businesses monitor and analyze their call data effectively. It provides insights into call patterns, durations, and sources, enabling businesses to optimize their communication strategies and improve customer interactions.
Learn MoreAbout DocuSeal
DocuSeal is a comprehensive digital signature and document management platform designed to streamline the process of signing, sending, and managing documents securely online. It offers a user-friendly interface for individuals and businesses to handle their document workflows efficiently, ensuring compliance and security.
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