Connect Docusign and Paddle to Build Intelligent Automations

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Docusign

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Paddle

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Detects and returns customers newly created in Paddle since the last check (defaults to the past 15 minutes), ordered newest first.

New Address

New Address

Trigger when a new address is added for the selected Paddle customer. Returns addresses created since the last check.

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 Paddle?

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

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

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

How often does the data sync between Docusign and Paddle?

The data sync between Docusign and Paddle 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 Paddle?

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 Paddle?

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

About Paddle

Paddle is a comprehensive commerce platform designed to help software companies manage their billing, subscription, and payment processes. It offers a range of tools to streamline revenue operations, including payment processing, tax compliance, and customer management, making it easier for businesses to scale globally.

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