
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!
Enable Integrations or automations with these events of DocuSeal and palette
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.
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 palette accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuSeal triggers actions in palette (or vice versa).
Absolutely. You can customize how DocuSeal data is recorded in palette. This includes choosing which data fields go into which fields of palette, setting up custom formats, and filtering out unwanted information.
The data sync between DocuSeal and palette 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 palette. 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.
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