Connect Libeo and DocuSeal to Build Intelligent Automations

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Libeo

When this happens...

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DocuSeal

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

Triggers when new template is created.

Update Template

Update Template

Triggers when new template is updated.

Submission Created

Submission Created

Triggers when form submission created.

Submission Completed

Submission Completed

Triggers when form submission completed.

Form Completed

Form Completed

Triggers when the form is completed.

Form Viewed

Form Viewed

Triggers when the form is viewed.

Do thisActions

Action is the task that follows automatically within your Libeo integrations.

Delete Invoice

Delete Invoice

Deletes an invoice

Create Invoice

Create Invoice

Creates an Invoice ready to be paid.

Create Supplier

Create Supplier

Creates a new supplier

Search Supplier

Search Supplier

Search supplier by its name, siret or siren

Create Template from HTML

Create Template from HTML

Creates a new document template for future use.

Clone Template

Clone Template

Clone an existing template.

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Frequently Asked Questions

How do I start an integration between Libeo and DocuSeal?

To start, connect both your Libeo and DocuSeal accounts to viaSocket. Once connected, you can set up a workflow where an event in Libeo triggers actions in DocuSeal (or vice versa).

Can we customize how data from Libeo is recorded in DocuSeal?

Absolutely. You can customize how Libeo data is recorded in DocuSeal. This includes choosing which data fields go into which fields of DocuSeal, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Libeo and DocuSeal?

The data sync between Libeo and DocuSeal typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Libeo to DocuSeal?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Libeo and DocuSeal?

Yes, you can set conditional logic to control the flow of data between Libeo and DocuSeal. 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.

Libeo

About Libeo

Libeo is a platform designed to simplify and automate the management of invoices and payments for businesses. It offers a seamless way to handle accounts payable and receivable, making financial operations more efficient and less time-consuming.

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DocuSeal

About DocuSeal

DocuSeal is a comprehensive digital signature and document management platform designed to streamline the process of signing, sending, and managing documents securely online. It offers a user-friendly interface for individuals and businesses to handle their document workflows efficiently, ensuring compliance and security.

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