Connect Chatbase and DocuSeal to Build Intelligent Automations
Ready to use Chatbase and DocuSeal automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Form Viewed
Triggers when the form is viewed.
Do thisActions
Action is the task that follows automatically within your Chatbase integrations.
Create Chatbot
Creates a chatbot
Send Prompt
Send a prompt to your chatbot
Create Contact
Creates a contact.
List Chatbots
Get a list of chatbots.
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 Chatbase and DocuSeal accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatbase triggers actions in DocuSeal (or vice versa).
Absolutely. You can customize how Chatbase 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 Chatbase 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 Chatbase 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 Chatbase
With Chatbase, you can create a custom GPT chatbot that knows your data. Upload a pdf or a link and get a chatbot that has the info on it.
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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