Connect Docusign and Cal ID to Build Intelligent Automations

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Docusign

When this happens...

Choose an Action

Cal ID

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Booking Created

Booking Created

Triggers when new booking is created.

Booking Cancelled

Booking Cancelled

Triggers when new booking is cancelled.

Booking Rescheduled

Booking Rescheduled

Triggers when a new booking is rescheduled.

Booking Requested

Booking Requested

Triggers when a Booking Requested

New Form Submitted

New Form Submitted

This triggers when a form is submitted.

Form Submitted No Event

Form Submitted No Event

Triggers when a form is not submitted.

Do thisActions

Action is the task that follows automatically within your Docusign integrations.

Create Workspace

Create Workspace

Create a new workspace.

Update Workspace

Update Workspace

Updates a Workspace name or desctcription.

Delete Workspace

Delete Workspace

Deletes a Workspace.

List/Search Workspace

List/Search Workspace

List all Workspace or search by name.

Create a Bulk Send List

Create a Bulk Send List

Creates a new bulk send list.

Create Template

Create Template

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Frequently Asked Questions

How do I start an integration between Docusign and Cal ID?

To start, connect both your Docusign and Cal ID accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Cal ID (or vice versa).

Can we customize how data from Docusign is recorded in Cal ID?

Absolutely. You can customize how Docusign data is recorded in Cal ID. This includes choosing which data fields go into which fields of Cal ID, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docusign and Cal ID?

The data sync between Docusign and Cal ID typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docusign to Cal ID?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docusign and Cal ID?

Yes, you can set conditional logic to control the flow of data between Docusign and Cal ID. 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.

Docusign

About Docusign

DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.

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Cal ID

About Cal ID

OneHash Cal is a comprehensive calendar application designed to streamline scheduling and time management for individuals and teams. It offers features such as event scheduling, reminders, and integration with other productivity tools to enhance efficiency and organization.

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