
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

Automatically do this!
Create Project
List Invited Projects
Archive Project
Activate Project
Delete Project
List Archived Projects
List Projects
Create Tasklist
List Tasklists
Create Task
List Tasks
Activate Task
Finish Task
Update Task in Freelo
Delete Task
List Subtask
Create Subtask
Create Comment
List Comments
Create Work Report
List Work Reports
List Issued Invoices
Get a Issued Invoice Details
Mark Invoice as Invoiced
Invite Users to Projects
List Users
List Files
List Notifications
List Events
List States
List Custom Fields Types
List Custom Filters
Move Task to Task List
Add Labels to Task
Remove Label From Task
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new template is created.
Triggers when new template is updated.
Triggers when form submission created.
Triggers when form submission completed.
Triggers when the form is completed.
Triggers when the form is viewed.
Action is the task that follows automatically within your DocuSeal integrations.
Creates a new document template for future use.
Clone an existing template.
Archive an existing template.
Update an existing template.
Create a submission in DocuSeal
List all submitters

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To start, connect both your DocuSeal and Freelo accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuSeal triggers actions in Freelo (or vice versa).
Absolutely. You can customize how DocuSeal data is recorded in Freelo. This includes choosing which data fields go into which fields of Freelo, setting up custom formats, and filtering out unwanted information.
The data sync between DocuSeal and Freelo 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 Freelo. 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.
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 MoreFreelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.
Learn More