
When this happens...
New Client
New Document
Client Updated
Client Deleted
New Item
Document Updated
Document Deleted
Item Updated
Item Deleted
New Payment
Payment Updated
Payment Deleted
New Recurrence
Recurrence Update
Recurrence Deleted
New Tax
Tax Updated
Tax Deleted
New Unit
Unit Updated
Unit Deleted
New Category
Category Deleted
Category Updated
New Price
Price Updated
Price Deleted
Order Deleted
New Order
Order Updated

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new client is created in SpaceInvoice.
Trigger when a new document is created.
Triggered when a client is updated in SpaceInvoice.
Triggered when a client is deleted in SpaceInvoice.
Triggered when a new item is created in SpaceInvoice.
Trigger when a document is updated.
Action is the task that follows automatically within your Spaceinvoices integrations.
Create a new client in spaceinvoices.
Send document in email
Create a new workspace.
Updates a Workspace name or desctcription.
Deletes a Workspace.
List all Workspace or search by name.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Spaceinvoices and Docusign accounts to viaSocket. Once connected, you can set up a workflow where an event in Spaceinvoices triggers actions in Docusign (or vice versa).
Absolutely. You can customize how Spaceinvoices 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.
The data sync between Spaceinvoices and Docusign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Spaceinvoices 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.
SpaceInvoice is a comprehensive invoicing platform designed to streamline billing processes for businesses of all sizes. It offers features such as customizable invoice templates, automated billing, and seamless integration with accounting software, making it an ideal solution for efficient financial management.
Learn MoreDocuSign1 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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