Connect Docusign and NetHunt CRM to Build Intelligent Automations

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Docusign

When this happens...

Choose an Action

NetHunt CRM

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record

New Record

Trigger when a new record created.

New Comment

New Comment

Trigger when new comment is created.

New Call Logs

New Call Logs

Trigger when new call logs created.

Updated Record

Updated Record

Trigger when record updated.

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 Template

Create Template

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Frequently Asked Questions

How do I start an integration between Docusign and NetHunt CRM?

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

Can we customize how data from Docusign is recorded in NetHunt CRM?

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

How often does the data sync between Docusign and NetHunt CRM?

The data sync between Docusign and NetHunt CRM 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 NetHunt CRM?

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 NetHunt CRM?

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

About NetHunt CRM

NetHunt CRM is a customer relationship management system for Gmail and Google Apps.

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