Connect Docusign and Kanban Zone to Build Intelligent Automations
Ready to use Docusign and Kanban Zone automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Card Created
runs when New Card Created
Card Is Moved
runs when Card Is Moved
Do thisActions
Action is the task that follows automatically within your Docusign integrations.
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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Frequently Asked Questions
To start, connect both your Docusign and Kanban Zone accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Kanban Zone (or vice versa).
Absolutely. You can customize how Docusign data is recorded in Kanban Zone. This includes choosing which data fields go into which fields of Kanban Zone, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and Kanban Zone 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 Kanban Zone. 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 Kanban Zone
Get into the Kanban Zone to collaborate online using Kanban with a laser focus on the right work at the right time.
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