Connect LiveChat and Docusign
Integrate LiveChat with Docusign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Workspace in Docusign when New Chat in Livechat
Add User to Signing Group in Docusign when New Chat in Livechat
Delete Workspace in Docusign when Finished Chat in Livechat
Add User to Signing Group in Docusign when Finished Chat in Livechat
Delete Workspace in Docusign when Chat Changed in Livechat
Popular LiveChat + Docusign flows
Start from a real workflow other teams are already running.
Choose a trigger
LiveChat
When this happens...
New Chat
Finished Chat
Chat Changed
Choose an action
Docusign
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
Delete Workspace in Docusign when New Chat in Livechat
Use this flowAdd User to Signing Group in Docusign when New Chat in Livechat
Use this flowDelete Workspace in Docusign when Finished Chat in Livechat
Use this flowAdd User to Signing Group in Docusign when Finished Chat in Livechat
Use this flowDelete Workspace in Docusign when Chat Changed in Livechat
Use this flowAdd User to Signing Group in Docusign when Chat Changed in Livechat
Use this flowList/Search Bulk Send List in Docusign when New Chat in Livechat
Use this flowList/Search Bulk Send List in Docusign when Finished Chat in Livechat
Use this flowList/Search Bulk Send List in Docusign when Chat Changed in Livechat
Use this flowCreate a Bulk Send List in DocuSign when New Chat in Livechat
Use this flowSupported Triggers & Actions
Everything you can automate between LiveChat and Docusign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Chat
Triggers when the chat is started.
Finished Chat
Triggers when the chat is ended.
Chat Changed
Triggers when the tag list for a chat was changed.
Do thisActions
Action is the task that follows automatically within your LiveChat integrations.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About LiveChat
LiveChat is the faster way to contact your customers. It is a web-based chat tool that lets you chat with your website visitors.
Learn moreSimilar apps
About 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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your LiveChat and Docusign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between LiveChat and Docusign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Docusign. No coding required.
Yes. You can set up a workflow where LiveChat triggers actions in Docusign, and a separate workflow where Docusign triggers actions in LiveChat. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between LiveChat and Docusign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire LiveChat and Docusign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
