Connect DocuSeal and CustomerX Tracking to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Update Template
Submission Created
Submission Completed
Form Completed
Form Viewed
Form Started
Form Declined
Template Created
Template Updated
Submission Archived
Choose an Action
Automatically do this!
- Request a new Action for CustomerX Tracking
Enable Integrations or automations with these events of DocuSeal and CustomerX Tracking
Enable Integrations or automations with these events of DocuSeal and CustomerX Tracking
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 CustomerX Tracking accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuSeal triggers actions in CustomerX Tracking (or vice versa).
Absolutely. You can customize how DocuSeal data is recorded in CustomerX Tracking. This includes choosing which data fields go into which fields of CustomerX Tracking, setting up custom formats, and filtering out unwanted information.
The data sync between DocuSeal and CustomerX Tracking 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 CustomerX Tracking. 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.
Learn MoreAbout CustomerX Tracking
CustomerX is a customer success platform that helps you manage engagement and relationships with your customers
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