Connect SMTP and Docusign to Build Intelligent Automations

Choose a Trigger

SMTP

When this happens...

Choose an Action

Docusign

Automatically do this!

Enable Integrations or automations with these events of SMTP and Docusign

Enable Integrations or automations with these events of SMTP and Docusign

Actions

Send Email

Send Email

Send a Message.

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.

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Frequently Asked Questions

How do I start an integration between SMTP and Docusign?

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

Can we customize how data from SMTP is recorded in Docusign?

Absolutely. You can customize how SMTP 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 SMTP and Docusign?

The data sync between SMTP 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 SMTP 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 SMTP and Docusign?

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

SMTP

About SMTP

SMTP (Simple Mail Transfer Protocol) is like a digital postman that sends your emails to the right place on the internet. To use it, you’ll need the SMTP server address (like smtp.gmail.com), port number (587 or 465), and your email login credentials.

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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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