Integrations Docusign Financial Cents
Docusign + Financial Cents

Connect Docusign and Financial Cents to Build Intelligent Automations

Choose a Trigger

Docusign

When this happens...

Choose an Action

Financial Cents

Automatically do this!

Ready to use Docusign and Financial Cents automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created.

New Client

New Client

When new client is created

Update Contact

Update Contact

Trigge when contact updated

Update Client

Update Client

Trigger when client updated

Delete Contact

Delete Contact

Trigger when contact delete .

Delete Client

Delete Client

Trigger when client delete.

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 Financial Cents?

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

Can we customize how data from Docusign is recorded in Financial Cents?

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

How often does the data sync between Docusign and Financial Cents?

The data sync between Docusign and Financial Cents 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 Financial Cents?

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 Financial Cents?

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

About Financial Cents

Financial Cents is a project and customer management software for bookkeepers and accountants

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