
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!
Add Lead
Add Contract
Add Customer
Add Estimate
Add Project
Add Proposal
Add Task
Add Ticket
Add Timesheet
Find or Create Customer
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

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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 Webtiger accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuSeal triggers actions in Webtiger (or vice versa).
Absolutely. You can customize how DocuSeal data is recorded in Webtiger. This includes choosing which data fields go into which fields of Webtiger, setting up custom formats, and filtering out unwanted information.
The data sync between DocuSeal and Webtiger 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 Webtiger. 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 MoreWebtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.
Learn More