Connect Jotform and Docusign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Submission
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
Ready to use Jotform and Docusign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission
Runs when a new submission is added to a specific form.
Do thisActions
Action is the task that follows automatically within your Jotform integrations.
Get Submission Data
Get an existing submission data.
Delete User Report
Delete an existing user report.
Delete Submission Data
Delete a single existing submission.
Delete Form
Delete an existing form.
Get form Submission
Retrieve submissions for the selected Jotform form. Optionally limit how many submissions are returned.
Create Form
Create a new form to collect responses.
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Step by step guides to integrate Jotform and Docusign
Frequently Asked Questions
To start, connect both your Jotform and Docusign accounts to viaSocket. Once connected, you can set up a workflow where an event in Jotform triggers actions in Docusign (or vice versa).
Absolutely. You can customize how Jotform 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 Jotform 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 Jotform 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 Jotform
Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
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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