Connect DocuSeal and customertrax handle to Build Intelligent Automations
Enable Integrations or automations with these events of DocuSeal and customertrax handle
Enable Integrations or automations with these events of DocuSeal and customertrax handle
Triggers
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.
Actions
Create Template from HTML
Creates a new document template for future use.
Clone Template
Clone an existing template.
Archive Template
Archive an existing template.
Update Template
Update an existing template.
Create a submission
Create a submission in DocuSeal
List all submitters
List all submitters
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Frequently Asked Questions
To start, connect both your DocuSeal and customertrax handle accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuSeal triggers actions in customertrax handle (or vice versa).
Absolutely. You can customize how DocuSeal data is recorded in customertrax handle. This includes choosing which data fields go into which fields of customertrax handle, setting up custom formats, and filtering out unwanted information.
The data sync between DocuSeal and customertrax handle 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 DocuSeal and customertrax handle. 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 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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About customertrax handle
Handle 2.0™ is a configurable CRM that shrinks the complexity of your processes
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