Connect Docusign and Botbiz to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docusign
Choose an Action
Automatically do this!
Send Template Message
Get Conversation
Send WhatsApp Message
Create Subscriber
Assign Labels To Subscriber
Get Subscriber
Enable Integrations or automations with these events of Docusign and Botbiz
Enable Integrations or automations with these events of Docusign and Botbiz
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.
Send Template Message
Send template WhatsApp message to any mobile number.
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Frequently Asked Questions
To start, connect both your Docusign and Botbiz accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Botbiz (or vice versa).
Absolutely. You can customize how Docusign data is recorded in Botbiz. This includes choosing which data fields go into which fields of Botbiz, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and Botbiz 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 Botbiz. 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 Botbiz
Botbiz is a platform that specializes in creating and managing chatbots for businesses. It offers tools and services to design, deploy, and optimize chatbots for various customer interaction needs, enhancing customer support and engagement.
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