Connect SquaredUp and DocuSeal to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SquaredUp
Choose an Action
Automatically do this!
Create Template from HTML
Clone Template
Archive Template
Update Template
Create a submission
List all submitters
Find Submitter by Email
Create a submission from HTML
Ready to use SquaredUp and DocuSeal automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Triggers when new template is created.
Update Template
Triggers when new template is updated.
Submission Created
Triggers when form submission created.
Submission Completed
Triggers when form submission completed.
Form Completed
Triggers when the form is completed.
Form Viewed
Triggers when the form is viewed.
Do thisActions
Action is the task that follows automatically within your SquaredUp integrations.
Create User
Create Tenent User.
Delete User
Deleting the User using Email.
Search User
This action search user by email id.
Create Tenant Group
Create a new tenant group with a display name, description.
Delete Tenant Group
Delete an existing tenant group by specifying its unique group ID.
Update Tenant Group
Update the details of an existing tenant group, including its name, description, and associated users.
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Frequently Asked Questions
To start, connect both your SquaredUp and DocuSeal accounts to viaSocket. Once connected, you can set up a workflow where an event in SquaredUp triggers actions in DocuSeal (or vice versa).
Absolutely. You can customize how SquaredUp 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.
The data sync between SquaredUp and DocuSeal 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 SquaredUp 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.
About SquaredUp
SquaredUp provides engineering teams with end-to-end visibility of their business-critical applications, allowing them to monitor and manage the health, performance, and overall status of their systems.
Learn MoreAbout 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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