Connect Docusign and Callbell to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docusign
Choose an Action
Automatically do this!
Create New Contact
Update Contact
List Contact
List Team
Update Bot Status
List Channels
List Custom Statuses
List Templates
List Events
Ready to use Docusign and Callbell automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Created
Triggers when a new contact is created in Callbell
Contact Updated
Triggers when a contact is updated
Team Membership Updated
Triggered when a team member is added or removed from a team.
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 Callbell accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Callbell (or vice versa).
Absolutely. You can customize how Docusign data is recorded in Callbell. This includes choosing which data fields go into which fields of Callbell, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and Callbell 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 Callbell. 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 Callbell
Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.
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