Enable Integrations or automations with these events of Docusign and cloudi-fi
Create a new workspace.
Updates a Workspace name or desctcription.
Deletes a Workspace.
List all Workspace or search by name.
Creates a new bulk send list.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Docusign and cloudi-fi accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in cloudi-fi (or vice versa).
Absolutely. You can customize how Docusign data is recorded in cloudi-fi. This includes choosing which data fields go into which fields of cloudi-fi, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and cloudi-fi 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 cloudi-fi. 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.
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.
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