Connect Docusign and Breeze
Integrate Docusign with Breeze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Workspace in DocuSign when When a new project is created in Breeze
Update Workspace in DocuSign when When a new project is created in Breeze
Delete Workspace in Docusign when When a new project is created in Breeze
List/Search Workspace in DocuSign when When a new project is created in Breeze
Create a Bulk Send List in DocuSign when When a new project is created in Breeze
Popular Docusign + Breeze flows
Start from a real workflow other teams are already running.
Choose a trigger
Docusign
When this happens...
- Request a new Trigger for Docusign
Choose an action
Breeze
Automatically do this!
Create Project
Create New Task
Create Workspace
Add Comment
List Project Tasks
List Active Projects
List Workspaces
Get Activity from a Project
Archive Project
List Project Stages
Get Task To-Do Lists
Create Workspace in DocuSign when When a new project is created in Breeze
Use this flowUpdate Workspace in DocuSign when When a new project is created in Breeze
Use this flowDelete Workspace in Docusign when When a new project is created in Breeze
Use this flowList/Search Workspace in DocuSign when When a new project is created in Breeze
Use this flowCreate a Bulk Send List in DocuSign when When a new project is created in Breeze
Use this flowCreate Template in DocuSign when When a new project is created in Breeze
Use this flowUpdate Template in Docusign when When a new project is created in Breeze
Use this flowCreate Signing Group in Docusign when When a new project is created in Breeze
Use this flowAdd User to Signing Group in Docusign when When a new project is created in Breeze
Use this flowUpdate Signing Group in Docusign when When a new project is created in Breeze
Use this flowSupported Triggers & Actions
Everything you can automate between Docusign and Breeze.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new project is created
Runs the workflow automatically whenever a new project is created.
When a new file is added to a project
Runs the workflow automatically when a new file is added to a project in Breeze.
When a new task is created
Runs the workflow automatically whenever a new task is created in the selected project.
When a file is added to a project
Runs the workflow automatically whenever a tag is added to any task.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About Breeze
Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docusign and Breeze accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Docusign and Breeze as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Breeze. No coding required.
Yes. You can set up a workflow where Docusign triggers actions in Breeze, and a separate workflow where Breeze triggers actions in Docusign. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Docusign and Breeze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docusign and Breeze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
