Connect Docusign and Neon to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docusign
Choose an Action
Automatically do this!
Retrieve Current User Details
Create Project
Create Branch
Create Role
Update Project
Update Branch
Delete Project
Delete Branch
Ready to use Docusign and Neon automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when new project is created.
New Branch
Triggers when new branch is created in an existing project.
New Role
Triggers when new role is created.
Update Role
Triggers when an existing role is updated.
Update Branch
Triggers when an existing branch is updated in an existing project.
Update Project
Triggers when an existing project is updated.
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.
Retrieve Current User Details
Retrieve a currnet user details.
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Frequently Asked Questions
To start, connect both your Docusign and Neon accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Neon (or vice versa).
Absolutely. You can customize how Docusign data is recorded in Neon. This includes choosing which data fields go into which fields of Neon, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and Neon 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 Neon. 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 Neon
Neon is a cutting-edge platform that offers advanced technological solutions for developers and tech enthusiasts. It provides a suite of tools and services designed to enhance productivity, streamline workflows, and foster innovation in the tech industry.
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