Connect Docusign and act-on to Build Intelligent Automations

Choose a Trigger

Docusign

When this happens...

Choose an Action

act-on

Automatically do this!

Enable Integrations or automations with these events of Docusign and act-on

Enable Integrations or automations with these events of Docusign and act-on

Actions

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 act-on?

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

Can we customize how data from Docusign is recorded in act-on?

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

How often does the data sync between Docusign and act-on?

The data sync between Docusign and act-on 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 act-on?

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 act-on?

Yes, you can set conditional logic to control the flow of data between Docusign and act-on. 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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act-on

About act-on

Act-On's growth marketing platform enables marketers to grow their business, deliver exceptional brand experiences, and drive customer engagement with their offerings across the customer life cycle-for every customer, every time.

Learn More