Integrations Docusign Paperless Pipeline
Docusign + Paperless Pipeline

Connect Docusign and Paperless Pipeline to Build Intelligent Automations

Choose a Trigger

Docusign

When this happens...

Choose an Action

Paperless Pipeline

Automatically do this!

Enable Integrations or automations with these events of Docusign and Paperless Pipeline

Enable Integrations or automations with these events of Docusign and Paperless Pipeline

Actions

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 Paperless Pipeline?

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

Can we customize how data from Docusign is recorded in Paperless Pipeline?

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

How often does the data sync between Docusign and Paperless Pipeline?

The data sync between Docusign and Paperless Pipeline 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 Paperless Pipeline?

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 Paperless Pipeline?

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

About Paperless Pipeline

Paperless Pipeline is a real estate transaction and commission management system for agents & brokers.

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