Connect DataForms.io and Yousign to Build Intelligent Automations

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DataForms.io

When this happens...

Choose an Action

Yousign

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Ready to use DataForms.io and Yousign automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Trigger when new Contact is Created.

New Workspace

New Workspace

Trigger when new workspace is Created.

New Label

New Label

Trigger when new Label is Created.

New User

New User

Trigger when new User is Created.

Update Workspace

Update Workspace

Trigger when an Existing workspace is updated.

Signature Request Activated

Signature Request Activated

Triggers when new signature request is activated.

Do thisActions

Action is the task that follows automatically within your DataForms.io integrations.

Create Form

Create Form

Creates a new form in DataForms.io using a selected template, title, and submission settings.

Find Form, Template or Entry

Find Form, Template or Entry

Finds a form, template, or entry in your DataForms account by name or code and returns it.

Delete Form

Delete Form

Permanently remove a form so it no longer appears or can be used.

Create Contact

Create Contact

Creates a New Contact.

Update Contact

Update Contact

Update an Existing Contact.

Create Workspace

Create Workspace

Creates a New Workspace.

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Frequently Asked Questions

How do I start an integration between DataForms.io and Yousign?

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

Can we customize how data from DataForms.io is recorded in Yousign?

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

How often does the data sync between DataForms.io and Yousign?

The data sync between DataForms.io and Yousign 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 DataForms.io to Yousign?

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 DataForms.io and Yousign?

Yes, you can set conditional logic to control the flow of data between DataForms.io and Yousign. 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.

DataForms.io

About DataForms.io

Web-based form builder for businesses that creates, templates, and embeds custom forms on websites with team collaboration and role-based permissions. Provides integrations (Zapier, Make) and a RESTful API for automations and programmatic access (base URL: https://api.dataforms.io).

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Yousign

About Yousign

Yousign is an electronic signature solution that enables businesses to securely sign documents online. It offers features for document management, compliance with legal standards, and integration with various platforms. The app streamlines the signing process, improving efficiency and reducing paperwork.

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