Connect Docusign and TapRefer 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 TapRefer
Enable Integrations or automations with these events of Docusign and TapRefer
Enable Integrations or automations with these events of Docusign and TapRefer
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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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Docusign and TapRefer accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in TapRefer (or vice versa).
Absolutely. You can customize how Docusign data is recorded in TapRefer. This includes choosing which data fields go into which fields of TapRefer, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and TapRefer 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 TapRefer. 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 TapRefer
TapRefer is a powerful referral marketing platform designed to help businesses grow through word-of-mouth. It enables companies to create and manage referral programs, track performance, and reward customers for successful referrals.
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