Connect Docusign and Affinda to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docusign
Choose an Action
Automatically do this!
Upload a Document for Parsing
Create a Collection
Create a Workspace
Create a New Organization
Update a Workspace
Update an Organization
Delete a Collection
Update a Collection
Delete an Organization
Delete a Workspace
Ready to use Docusign and Affinda automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Validation Completed
Triggers when a document get validated
Document Rejected
When a document get rejected
Do thisActions
Action is the task that follows automatically within your Docusign integrations.
Create Workspace
Create a new workspace.
Update Workspace
Updates a Workspace name or desctcription.
Delete Workspace
Deletes a Workspace.
List/Search Workspace
List all Workspace or search by name.
Create a Bulk Send List
Creates a new bulk send list.
Create Template
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Frequently Asked Questions
To start, connect both your Docusign and Affinda accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Affinda (or vice versa).
Absolutely. You can customize how Docusign data is recorded in Affinda. This includes choosing which data fields go into which fields of Affinda, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and Affinda 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 Docusign and Affinda. 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 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.
Learn MoreAbout Affinda
Affinda is an AI-powered Document Parsing solution provider for the automation of high-volume document workflow including emails, contracts, invoices, forms, financial statements, and more.
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