Connect Synthflow AI and Docusign to Build Intelligent Automations

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Synthflow AI

When this happens...

Choose an Action

Docusign

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Enable Integrations or automations with these events of Synthflow AI and Docusign

Enable Integrations or automations with these events of Synthflow AI and Docusign

Actions

Create SMS Action

Create SMS Action

Creates a SMS action

Create Transfer Call Action

Create Transfer Call Action

Creates a transfer call action

Create Information Extractor Yes No Action

Create Information Extractor Yes No Action

Creates an action of type information extractor yes no

Create Information Extractor Open Question Action

Create Information Extractor Open Question Action

Creates an action for open questions

Create Call

Create Call

Initiates a real-time voice call through the AI assistant.

Create Workspace

Create Workspace

Create a new workspace.

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Frequently Asked Questions

How do I start an integration between Synthflow AI and Docusign?

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

Can we customize how data from Synthflow AI is recorded in Docusign?

Absolutely. You can customize how Synthflow AI 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 Synthflow AI and Docusign?

The data sync between Synthflow AI 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 Synthflow AI 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 Synthflow AI and Docusign?

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

Synthflow AI

About Synthflow AI

Synthflow AI is a no-code platform for creating voice AI agents that automate inbound and outbound phone calls, from answering questions to booking appointments and sending SMS follow-ups at scale. It targets contact centers and BPOs with enterprise-ready, white-label agents, 200+ integrations, and multilingual support to reduce costs and improve response rates

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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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