Connect Docusign and Freshchat Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docusign
Choose an Action
Automatically do this!
Create a User
Search Users
Create a conversation
Search User
Enable Integrations or automations with these events of Docusign and Freshchat Classic
Enable Integrations or automations with these events of Docusign and Freshchat Classic
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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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Docusign and Freshchat Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Freshchat Classic (or vice versa).
Absolutely. You can customize how Docusign data is recorded in Freshchat Classic. This includes choosing which data fields go into which fields of Freshchat Classic, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and Freshchat Classic 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 Freshchat Classic. 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 Freshchat Classic
Freshchat is a modern messaging software designed to help businesses engage with their customers through various communication channels. It offers features like live chat, chatbots, and in-app messaging to enhance customer support and improve customer experience.
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