Connect Docusign and Kadoa to Build Intelligent Automations

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Docusign

When this happens...

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Kadoa

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Workflow Data

Workflow Data

Triggered when a workflow data is updated.

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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.

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Frequently Asked Questions

How do I start an integration between Docusign and Kadoa?

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

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

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

How often does the data sync between Docusign and Kadoa?

The data sync between Docusign and Kadoa 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 Kadoa?

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 Kadoa?

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

About Kadoa

Kadoa is a versatile platform designed to streamline and enhance your project management and team collaboration efforts. With a focus on improving productivity and efficiency, Kadoa offers a suite of tools that facilitate seamless communication, task management, and project tracking. Ideal for teams of all sizes, Kadoa helps you stay organized and on top of your projects, ensuring that deadlines are met and goals are achieved.

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