Connect DocuSeal and Smartlead AI 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!
List all Campaigns
Create Campaign
Get Campaign By Id
Delete Campaign By Id
List all leads by Campaign ID
Fetch Lead Categories
Fetch Lead by email address
Update lead by ID
Add Client
Add leads to a campaign by ID
Add Lead/Domain to Global Block List
Update Campaign Status
Update a lead’s category
Get Campaign Analytics
Get All Email Account
Pause Lead
Resume Lead
Delete Lead By Campaign ID
List All Clients
Ready to use DocuSeal and Smartlead AI automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your DocuSeal integrations.
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 Smartlead AI accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuSeal triggers actions in Smartlead AI (or vice versa).
Absolutely. You can customize how DocuSeal data is recorded in Smartlead AI. This includes choosing which data fields go into which fields of Smartlead AI, setting up custom formats, and filtering out unwanted information.
The data sync between DocuSeal and Smartlead AI 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 Smartlead AI. 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 Smartlead AI
Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.
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