Connect Docusign and Preview (Mac) to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docusign
Choose an Action
Automatically do this!
- Request a new Action for Preview (Mac)
Enable Integrations or automations with these events of Docusign and Preview (Mac)
Enable Integrations or automations with these events of Docusign and Preview (Mac)
Actions
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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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Docusign and Preview (Mac) accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Preview (Mac) (or vice versa).
Absolutely. You can customize how Docusign data is recorded in Preview (Mac). This includes choosing which data fields go into which fields of Preview (Mac), setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and Preview (Mac) 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 Preview (Mac). 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 Preview (Mac)
Preview is a versatile application for macOS users, designed to view and edit PDF files and images. It offers a range of features including annotation, document merging, and image editing, making it an essential tool for productivity and document management on Mac devices.
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