Connect Docusign and Userback to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docusign
Choose an Action
Automatically do this!
List Feedback
List Projects
Create a Feedback
List Comments
List Members
List SessionRecordings
Ready to use Docusign and Userback automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Feedback
Triggered when a new feedback is submitted in Userback.
Do thisActions
Action is the task that follows automatically within your Docusign integrations.
Create Workspace
Create a new workspace.
Update Workspace
Updates a Workspace name or desctcription.
Delete Workspace
Deletes a Workspace.
List/Search Workspace
List all Workspace or search by name.
Create a Bulk Send List
Creates a new bulk send list.
Create Template
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Frequently Asked Questions
To start, connect both your Docusign and Userback accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Userback (or vice versa).
Absolutely. You can customize how Docusign data is recorded in Userback. This includes choosing which data fields go into which fields of Userback, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and Userback typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Docusign and Userback. 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.
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.
Learn MoreAbout Userback
Userback is a visual feedback and bug tracking tool designed to streamline the process of collecting feedback from users and managing it efficiently. It allows teams to gather annotated screenshots, video recordings, and comments directly from users, making it easier to identify and resolve issues quickly.
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