Connect Docusign and Chartbrew to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docusign
Choose an Action
Automatically do this!
Create Team
Get Team Details
Update Team
Create Project
Get Team Projects
Get Project by ID
Update Project
Delete Project
Create Project Share Policy
Update Share Policy
Delete Project Share Policy
Create Project Share Token
Enable Integrations or automations with these events of Docusign and Chartbrew
Enable Integrations or automations with these events of Docusign and Chartbrew
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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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Docusign and Chartbrew accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Chartbrew (or vice versa).
Absolutely. You can customize how Docusign data is recorded in Chartbrew. This includes choosing which data fields go into which fields of Chartbrew, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and Chartbrew 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 Chartbrew. 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 Chartbrew
Chartbrew is a powerful tool for creating and managing data visualizations. It allows users to connect to various data sources and build interactive charts and dashboards, making data analysis and presentation seamless and efficient.
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