
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!
Find Affiliation
Find Affiliation Request
Find Checkout
Find Coupon
Find Customer
Get Orders
Find Manual Payment Method
Find Payout
Find Price
Find Product
Find Promotion
Find Referral
Get Subscriptions
Get Account Details
Retrieves price
Update Price
Duplicate Prices
Retrieve Order Protocol
Retrieve Brands
Retrieves account's custome
Retrieves details of the current account
Get details of the current account abandoned
Retrieves account's affiliation protocol
Retrieves current account's tax protocol
Retrieves account's subscription protocol
Retrieves account's customer notification protocol
Retrieves current account's portal protocol
Update Account
Update Brand
Creates Display Currency
Create Export
Creates Transaction Balance
Creates Verification Code
Create Coupon
Creates Download
Create Product Group
Create Promotion
Create Customer
Create Affiliation
Create a Referral
Update a Referral
Approve Referral
Create Tax Override
Updates Tax Override
Creates Cancellation Reason
Update a Cancellation Reason
Update Shipping Protocol
Deactivate Affiliation
Activate Affiliation
Create Manual Payment Method
Update Manual Payment Method
Update Customer Notification
Update a Download
Delete Download
Delete Customer
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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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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your DocuSeal and SureCart accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuSeal triggers actions in SureCart (or vice versa).
Absolutely. You can customize how DocuSeal data is recorded in SureCart. This includes choosing which data fields go into which fields of SureCart, setting up custom formats, and filtering out unwanted information.
The data sync between DocuSeal and SureCart 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 SureCart. 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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