
When this happens...
New Task
Task Updated
Task Deleted
New Activity
Activity Updated
Activity Deleted

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.
Triggers when a new task is created.
Triggers when a new task is updated.
Triggers when task is deleted.
Triggers when a new activity is created.
Triggers when a activity is updated.
Triggers when a activity is deleted.
Action is the task that follows automatically within your Height integrations.
Get a task detail by Id.
Creates a task in your workspace.
Search tasks through with a text query.
Creates a message associated with a task.
Creates a list.
Retrieves the details of all lists

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Height and Docusign accounts to viaSocket. Once connected, you can set up a workflow where an event in Height triggers actions in Docusign (or vice versa).
Absolutely. You can customize how Height 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 Height 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 Height 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.
Height is a versatile project management tool designed to streamline team collaboration and task management. It offers features such as task tracking, real-time collaboration, and customizable workflows to enhance productivity and efficiency in project execution.
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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