Connect PDF Blocks and Docusign to Build Intelligent Automations

Choose a Trigger

PDF Blocks

When this happens...

Choose an Action

Docusign

Automatically do this!

Enable Integrations or automations with these events of PDF Blocks and Docusign

Enable Integrations or automations with these events of PDF Blocks and Docusign

Actions

Create Workspace

Create Workspace

Create a new workspace.

Update Workspace

Update Workspace

Updates a Workspace name or desctcription.

Delete Workspace

Delete Workspace

Deletes a Workspace.

List/Search Workspace

List/Search Workspace

List all Workspace or search by name.

Create a Bulk Send List

Create a Bulk Send List

Creates a new bulk send list.

Create Template

Create Template

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Frequently Asked Questions

How do I start an integration between PDF Blocks and Docusign?

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

Can we customize how data from PDF Blocks is recorded in Docusign?

Absolutely. You can customize how PDF Blocks 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.

How often does the data sync between PDF Blocks and Docusign?

The data sync between PDF Blocks and Docusign 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 PDF Blocks to Docusign?

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 PDF Blocks and Docusign?

Yes, you can set conditional logic to control the flow of data between PDF Blocks 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.

PDF Blocks

About PDF Blocks

PDF actions for your zaps: Merge PDF documents, protect PDFs with a password, watermark PDF documents, and more.

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Docusign

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.

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