Connect Scale and DocuSeal to Build Intelligent Automations

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Scale

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 Scale integrations.

Get Tasks

Get Tasks

Retrieve all the tasks for given project.

Create Batch

Create Batch

Create a new batch in a project to group related tasks for processing.

Pause Batch

Pause Batch

Pause processing of an in-progress Batch. Only unstarted tasks will be paused.

Resume Batch

Resume Batch

Resume processing of a paused Batch. Previously paused tasks will be resumed.

Finalize a batch

Finalize a batch

Mark a Scale batch as complete so no new tasks can be added.

Cancel Batch

Cancel Batch

Cancel processing of a Batch. Unstarted tasks will be cancelled. Completed batches cannot be cancelled.

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Frequently Asked Questions

How do I start an integration between Scale and DocuSeal?

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

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

Absolutely. You can customize how Scale 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 Scale and DocuSeal?

The data sync between Scale 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 Scale 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 Scale and DocuSeal?

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

Scale

About Scale

Scale provides advanced AI-driven solutions for data labeling and annotation, helping businesses streamline their machine learning workflows.

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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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