IntegrationsDocusignTeamhood
Docusign + Teamhood

Connect Docusign and Teamhood to Build Intelligent Automations

Choose a Trigger

Docusign

When this happens...

Choose an Action

Teamhood

Automatically do this!

Ready to use Docusign and Teamhood automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Item

New Item

Triggers when a New Item is created in Teamhood.

Item Updated

Item Updated

Triggers when an existing Item is updated in Teamhood.

Request a new Trigger for Docusign

Do thisActions

Action is the task that follows automatically within your Docusign integrations.

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 Teamhood?

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

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

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

How often does the data sync between Docusign and Teamhood?

The data sync between Docusign and Teamhood 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 Teamhood?

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 Teamhood?

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

About Teamhood

Teamhood is a collaborative project management tool designed to enhance team productivity and streamline workflows. It offers features such as task management, time tracking, and visual project planning to help teams efficiently manage their projects and tasks.

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