Connect Docusign and Spotio to Build Intelligent Automations

Choose a Trigger

Docusign

When this happens...

Choose an Action

Spotio

Automatically do this!

Enable Integrations or automations with these events of Docusign and Spotio

Enable Integrations or automations with these events of Docusign and Spotio

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 Spotio?

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

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

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

How often does the data sync between Docusign and Spotio?

The data sync between Docusign and Spotio 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 Spotio?

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 Spotio?

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

About Spotio

SPOTIO is a field sales enablement tool used by field sales reps and teams to increase efficiency, productivity and of course revenue.

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