IntegrationsDocusignInVision
Docusign + InVision

Connect Docusign and InVision to Build Intelligent Automations

Choose a Trigger

Docusign

When this happens...

Choose an Action

InVision

Automatically do this!

Enable Integrations or automations with these events of Docusign and InVision

Enable Integrations or automations with these events of Docusign and InVision

Actions

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 InVision?

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

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

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

How often does the data sync between Docusign and InVision?

The data sync between Docusign and InVision 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 InVision?

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 InVision?

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

About InVision

InVision is a leading digital product design platform that empowers teams to collaborate, prototype, and iterate on their design projects seamlessly. It offers a suite of tools for creating interactive and high-fidelity prototypes, facilitating design feedback, and managing design workflows efficiently.

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