Connect Docusign and The Grid to Build Intelligent Automations

Choose a Trigger

Docusign

When this happens...

Choose an Action

The Grid

Automatically do this!

Enable Integrations or automations with these events of Docusign and The Grid

Enable Integrations or automations with these events of Docusign and The Grid

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 The Grid?

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

Can we customize how data from Docusign is recorded in The Grid?

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

How often does the data sync between Docusign and The Grid?

The data sync between Docusign and The Grid 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 The Grid?

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 The Grid?

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

About The Grid

The Grid is an innovative platform that leverages artificial intelligence to create and manage websites automatically. It offers a unique approach to website building by using AI to design and adapt websites based on user content and preferences, making it an ideal solution for individuals and businesses looking to streamline their web development process.

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