Connect Docusign and Twenty to Build Intelligent Automations

Choose a Trigger

Docusign

When this happens...

Choose an Action

Twenty

Automatically do this!

Ready to use Docusign and Twenty automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Message

New Message

Triggers when a new message is created

Updated Message

Updated Message

Triggers when an existing message is updated

New Favorite

New Favorite

Triggers when a new favorite is created

New Attachment

New Attachment

Triggers when a new attachment is created

New Blocklist

New Blocklist

Triggers when a new blocklist is created

New Note

New Note

Triggers when a new note is created

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 Twenty?

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

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

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

How often does the data sync between Docusign and Twenty?

The data sync between Docusign and Twenty 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 Twenty?

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 Twenty?

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

About Twenty

Twenty is a platform designed to enhance social interactions and event planning, making it easier for users to connect with friends and organize gatherings. It offers tools for scheduling, managing invitations, and tracking RSVPs, all aimed at simplifying the process of bringing people together.

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