
When this happens...
New Task Cards

Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Create a Bulk Send List
Create Template
Update Template
Create Signing Group
Add User to Signing Group
Update Signing Group
Delete Signing Group
Create Bulk Send Request
Delete Bulk Send List
List/Search Bulk Send List
List/Search temaplate
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieves task cards created in the selected board column within the specified time window.
Action is the task that follows automatically within your DragApp integrations.
Add a new card to a Drag board using title and column; optionally include note, comment, tag, assignee, and subtasks.
Add a comment to the card (found by title) in the selected board and column.
Create a new workspace.
Updates a Workspace name or desctcription.
Deletes a Workspace.
List all Workspace or search by name.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your DragApp and Docusign accounts to viaSocket. Once connected, you can set up a workflow where an event in DragApp triggers actions in Docusign (or vice versa).
Absolutely. You can customize how DragApp data is recorded in Docusign. This includes choosing which data fields go into which fields of Docusign, setting up custom formats, and filtering out unwanted information.
The data sync between DragApp and Docusign 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 DragApp and Docusign. 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.
Drag turns Gmail into a Team Workspace to manage Helpdesk, CRM, tasks and other workflows from your inbox. Built for Google Workspace users.
Learn MoreDocuSign1 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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