Connect Docusign and salestrekker 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 salestrekker
Enable Integrations or automations with these events of Docusign and salestrekker
Enable Integrations or automations with these events of Docusign and salestrekker
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
Know More About Docusign and Salestrekker Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Docusign and salestrekker accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in salestrekker (or vice versa).
Absolutely. You can customize how Docusign data is recorded in salestrekker. This includes choosing which data fields go into which fields of salestrekker, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and salestrekker 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 salestrekker. 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 MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.