Connect Docusign and Deskpro to Build Intelligent Automations

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Docusign

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Deskpro

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Organization

New Organization

This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).

New Person Added

New Person Added

This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).

New Ticket

New Ticket

Checks for any new ticket created

New Task

New Task

This trigger checks for newly created tasks in Deskpro.

Request a new Trigger for Docusign

Do thisActions

Action is the task that follows automatically within your Docusign integrations.

Create Workspace

Create Workspace

Create a new workspace.

Update Workspace

Update Workspace

Updates a Workspace name or desctcription.

Delete Workspace

Delete Workspace

Deletes a Workspace.

List/Search Workspace

List/Search Workspace

List all Workspace or search by name.

Create a Bulk Send List

Create a Bulk Send List

Creates a new bulk send list.

Create Template

Create Template

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Frequently Asked Questions

How do I start an integration between Docusign and Deskpro?

To start, connect both your Docusign and Deskpro accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Deskpro (or vice versa).

Can we customize how data from Docusign is recorded in Deskpro?

Absolutely. You can customize how Docusign data is recorded in Deskpro. This includes choosing which data fields go into which fields of Deskpro, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docusign and Deskpro?

The data sync between Docusign and Deskpro typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docusign to Deskpro?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docusign and Deskpro?

Yes, you can set conditional logic to control the flow of data between Docusign and Deskpro. 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.

Docusign

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.

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Deskpro

About Deskpro

Deskpro is a web-based helpdesk software with multiple channel support.

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