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