Connect Docusign and DevRev to Build Intelligent Automations

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Docusign

When this happens...

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DevRev

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Account Created

Account Created

Trigger when a new Account is created.

Timeline Entry Created

Timeline Entry Created

Trigger when a new Timeline Entry Created.

Tag Updated

Tag Updated

Trigger when a new Tag Updated.

Tag Deleted

Tag Deleted

Trigger when a Tag Deleted.

Tag Created

Tag Created

Trigger when a new Tag Created.

Rev Org Created

Rev Org Created

Trigger when a new Rev Org Created.

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 DevRev?

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

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

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

How often does the data sync between Docusign and DevRev?

The data sync between Docusign and DevRev 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 DevRev?

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 DevRev?

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

About DevRev

DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.

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