Connect Docusign and Grist to Build Intelligent Automations

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Docusign

When this happens...

Choose an Action

Grist

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record

New Record

Triggers when a new Record is created.

Updated Record

Updated Record

Triggers when a Record is updated.

New Team Created

New Team Created

Trigger When A new Team Create

New or Updated Record

New or Updated Record

Triggers when a Record is updated, or a new Record is added.

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 Record

Create Record

Create a New Record in a Table

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Frequently Asked Questions

How do I start an integration between Docusign and Grist?

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

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

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

How often does the data sync between Docusign and Grist?

The data sync between Docusign and Grist 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 Grist?

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 Grist?

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

About Grist

Grist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.

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