Connect Docusign and Agent AI to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docusign
Choose an Action
Automatically do this!
Web Page Content
Web Page Screenshot
YouTube Video Transcript
YouTube Channel Data
Get Company Earnings Info
Get Company Financial Profile
Get Domain Information
Google News Data
YouTube Search Results
Search Results
Get Recent Tweets
Get LinkedIn Profile
Find LinkedIn Profile
Get LinkedIn Activity
Enrich Company Data
Get Bluesky Posts
Search Bluesky Posts
Get Instagram Profile
Get Instagram Followers
Convert text to speech
Use GenAI [LLM]
Generate Image
Convert file
Enable Integrations or automations with these events of Docusign and Agent AI
Enable Integrations or automations with these events of Docusign and Agent AI
Actions
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 Agent AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Agent AI (or vice versa).
Absolutely. You can customize how Docusign data is recorded in Agent AI. This includes choosing which data fields go into which fields of Agent AI, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and Agent AI 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 Agent AI. 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 Agent AI
Agent AI is a cutting-edge platform that leverages artificial intelligence to enhance customer support and engagement. It provides automated solutions to streamline customer interactions, improve response times, and deliver personalized experiences. With its advanced AI capabilities, Agent AI helps businesses optimize their customer service operations and increase customer satisfaction.
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