Connect Docusign and tracker-1 to Build Intelligent Automations

Choose a Trigger

Docusign

When this happens...

Choose an Action

tracker-1

Automatically do this!

Enable Integrations or automations with these events of Docusign and tracker-1

Enable Integrations or automations with these events of Docusign and tracker-1

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 tracker-1?

To start, connect both your Docusign and tracker-1 accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in tracker-1 (or vice versa).

Can we customize how data from Docusign is recorded in tracker-1?

Absolutely. You can customize how Docusign data is recorded in tracker-1. This includes choosing which data fields go into which fields of tracker-1, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docusign and tracker-1?

The data sync between Docusign and tracker-1 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 tracker-1?

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 tracker-1?

Yes, you can set conditional logic to control the flow of data between Docusign and tracker-1. 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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tracker-1

About tracker-1

Tracker helps recruitment and staffing firms build better relationships, workflows, and revenue with our integrated Recruitment ATS and CRM

Learn More