Connect Docusign and Urbanise FM to Build Intelligent Automations

Choose a Trigger

Docusign

When this happens...

Choose an Action

Urbanise FM

Automatically do this!

Enable Integrations or automations with these events of Docusign and Urbanise FM

Enable Integrations or automations with these events of Docusign and Urbanise FM

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 Urbanise FM?

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

Can we customize how data from Docusign is recorded in Urbanise FM?

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

How often does the data sync between Docusign and Urbanise FM?

The data sync between Docusign and Urbanise FM 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 Urbanise FM?

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 Urbanise FM?

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

About Urbanise FM

Urbanise offers cloud-based solutions to service the Facilities and Strata Management industries.

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