Connect Teamdeck and DocuSeal to Build Intelligent Automations

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Teamdeck

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 Teamdeck integrations.

Add booking

Add booking

Add a new Booking to the Selected Resource.

Create Project

Create Project

Creates a new Project in your Organization.

Create Resource

Create Resource

Creates a new rRsource in your Account.

Create Organization Unit

Create Organization Unit

Creates a organization unit.

Time Entry Resource

Time Entry Resource

Add a new time Entry assigned to any Resource within your Organization.

Update Project

Update Project

Updates an Existing Project.

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Frequently Asked Questions

How do I start an integration between Teamdeck and DocuSeal?

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

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

Absolutely. You can customize how Teamdeck 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 Teamdeck and DocuSeal?

The data sync between Teamdeck 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 Teamdeck 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 Teamdeck and DocuSeal?

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

Teamdeck

About Teamdeck

Teamdeck is a resource management and scheduling tool designed to help teams optimize their workflow, manage their time effectively, and ensure project deadlines are met. It offers features such as time tracking, resource scheduling, and project planning to enhance team productivity.

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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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