Connect Freshchat Classic and Docusign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Freshchat Classic
Choose an Action
Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Enable Integrations or automations with these events of Freshchat Classic and Docusign
Enable Integrations or automations with these events of Freshchat Classic and Docusign
Actions
Create a User
Add a new user to Freshchat.
Search a User
Find and get details of all users who meet your search criteria.
Create a Conversation
Start a new chat thread.
Search User
Search a user.
Create Workspace
Create a new workspace.
Update Workspace
Updates a Workspace name or desctcription.
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Frequently Asked Questions
To start, connect both your Freshchat Classic and Docusign accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshchat Classic triggers actions in Docusign (or vice versa).
Absolutely. You can customize how Freshchat Classic 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 Freshchat Classic 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 Freshchat Classic 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.
About Freshchat Classic
Freshchat is a modern messaging software designed to help businesses engage with their customers through various communication channels. It offers features like live chat, chatbots, and in-app messaging to enhance customer support and improve customer experience.
Learn MoreAbout 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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