How does the Abby Connect and Docusign integration work?
The integration uses Zapier to send call or message data from Abby Connect to Docusign. When a new call record or message is created in Abby, Zapier can trigger a Docusign action, such as adding data to a document workflow for follow-up.
Can Docusign update or pull data from Abby Connect?
No, this is a one-way integration. Abby Connect can send data to Docusign, but Docusign cannot modify or import any information back into Abby. All actions happen outside Abby using Zapier’s trigger setup.
What triggers are available in this integration?
The integration includes two triggers: New Call Record and New Message. These triggers send call details or message data from Abby Connect to Zapier, where automations can be configured to interact with Docusign.
What call or message information is sent to Docusign?
Fields such as notes, transfer number, called number, receptionist name, caller ID, and call start time are available. Message fields can include case type, caller location, or other custom details you choose to map.
How do I set up Abby Connect with Docusign through Zapier?
You will need a Zapier account and an API key from your Abby portal. Go to Settings, then Integrations, then Zapier to get your key. In Zapier, connect Abby as the trigger app and Docusign as the action app to complete the setup.