Connect Docusign and GoodDay to Build Intelligent Automations

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Docusign

When this happens...

Choose an Action

GoodDay

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Trigger When new Task is created.

New Project

New Project

Trigger When new Project is created.

Task Created

Task Created

Triggers when task is created.

Task Status

Task Status

Triggers when task status is changed.

Task Deleted

Task Deleted

Triggers when task is deleted.

Timelog Created

Timelog Created

Triggers when Timelogs is 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 GoodDay?

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

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

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

How often does the data sync between Docusign and GoodDay?

The data sync between Docusign and GoodDay 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 GoodDay?

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 GoodDay?

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

About GoodDay

GoodDay is a comprehensive work management platform designed to enhance productivity and collaboration. It offers tools for project management, task tracking, time management, and team collaboration, making it an ideal solution for businesses looking to streamline their workflows and improve efficiency.

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