Connect iris crm and Docusign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for iris crm
Choose an Action
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
Enable Integrations or automations with these events of iris crm and Docusign
Enable Integrations or automations with these events of iris crm and Docusign
Actions
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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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your iris crm and Docusign accounts to viaSocket. Once connected, you can set up a workflow where an event in iris crm triggers actions in Docusign (or vice versa).
Absolutely. You can customize how iris crm 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 iris crm 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 iris crm 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 iris crm
IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
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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