Integrate Your Workflow on Nanonets

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DocuSign + Livechat: Nanonets Integrations

Automate Workflows on Nanonets with DocuSign and Livechat

AI analyzes incoming messages for intent, sentiment, and queries to determine appropriate responses or actions.

Route complex issues to specialists, provide instant AI-generated answers to common questions.

CRM Data Automation Seamless Integration

Our workflow automates CRM updates with precise data capture from Livechat, enhancing customer profiles and streamlining sales processes.

New Livechat conversation

AI analyzes chat content, extracts relevant customer data, and prepares structured information for CRM entry.

Create Template

Creates a new template.

Action
Create Contact

Creates a new contact.

Action
Update Envelope

Updates an existing envelope.

Action
Send Envelope

Sends an envelope to recipients.

Action
Create Envelope from Template

Creates a new envelope from a template.

Action
Recipient Signed

Triggers when a recipient signs.

Trigger
Envelope Voided

Triggers when an envelope is voided.

Trigger
Envelope Declined

Triggers when an envelope is declined.

Trigger
Envelope Completed

Triggers when an envelope is fully signed.

Trigger
Envelope Sent

Triggers when an envelope is sent.

Trigger
Visitor Tagged

Triggers when a tag is added to a visitor.

Trigger
Close Chat

Closes an ongoing chat session.

Action
Set Chat Custom Field

Sets a custom field value for a chat.

Action
Update Visitor Info

Updates the information of a visitor.

Action
Send File

Sends a file to the visitor in a chat.

Action
Untag Visitor

Removes a tag from a visitor.

Action
Create Ticket

Creates a support ticket from a chat.

Action
Tag Visitor

Adds a tag to a visitor.

Action
Unban Visitor

Unbans a visitor, allowing them to start chats.

Action
Assign Agent

Assigns an agent to a chat.

Action
Transfer Chat

Transfers a chat to another agent.

Action
Ban Visitor

Bans a visitor from starting new chats.

Action
Unassign Agent

Unassigns an agent from a chat.

Action
Send Message

Sends a message to a chat.

Action
File Uploaded

Triggers when a file is uploaded in a chat.

Trigger
Visitor Untagged

Triggers when a tag is removed from a visitor.

Trigger
Agent Unassigned

Triggers when an agent is unassigned from a chat.

Trigger
Agent Assigned

Triggers when an agent is assigned to a chat.

Trigger
Chat Transferred

Triggers when a chat is transferred to another agent.

Trigger
New Message Received

Triggers when a new message is received.

Trigger
Visitor Banned

Triggers when a visitor is banned.

Trigger
Chat Ended

Triggers after a chat has ended.

Trigger
New Chat Started

Triggers when a new chat begins.

Trigger
Load more
Create Template

Creates a new template.

Action
Create Contact

Creates a new contact.

Action
Update Envelope

Updates an existing envelope.

Action
Send Envelope

Sends an envelope to recipients.

Action
Create Envelope from Template

Creates a new envelope from a template.

Action
Recipient Signed

Triggers when a recipient signs.

Trigger
Envelope Voided

Triggers when an envelope is voided.

Trigger
Envelope Declined

Triggers when an envelope is declined.

Trigger
Envelope Completed

Triggers when an envelope is fully signed.

Trigger
Envelope Sent

Triggers when an envelope is sent.

Trigger
Visitor Tagged

Triggers when a tag is added to a visitor.

Trigger
Close Chat

Closes an ongoing chat session.

Action
Set Chat Custom Field

Sets a custom field value for a chat.

Action
Update Visitor Info

Updates the information of a visitor.

Action
Send File

Sends a file to the visitor in a chat.

Action
Untag Visitor

Removes a tag from a visitor.

Action
Create Ticket

Creates a support ticket from a chat.

Action
Tag Visitor

Adds a tag to a visitor.

Action
Unban Visitor

Unbans a visitor, allowing them to start chats.

Action
Assign Agent

Assigns an agent to a chat.

Action
Transfer Chat

Transfers a chat to another agent.

Action
Ban Visitor

Bans a visitor from starting new chats.

Action
Unassign Agent

Unassigns an agent from a chat.

Action
Send Message

Sends a message to a chat.

Action
File Uploaded

Triggers when a file is uploaded in a chat.

Trigger
Visitor Untagged

Triggers when a tag is removed from a visitor.

Trigger
Agent Unassigned

Triggers when an agent is unassigned from a chat.

Trigger
Agent Assigned

Triggers when an agent is assigned to a chat.

Trigger
Chat Transferred

Triggers when a chat is transferred to another agent.

Trigger
New Message Received

Triggers when a new message is received.

Trigger
Visitor Banned

Triggers when a visitor is banned.

Trigger
Chat Ended

Triggers after a chat has ended.

Trigger
New Chat Started

Triggers when a new chat begins.

Trigger
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Create Template

Creates a new template.

Action
Create Contact

Creates a new contact.

Action
Update Envelope

Updates an existing envelope.

Action
Send Envelope

Sends an envelope to recipients.

Action
Create Envelope from Template

Creates a new envelope from a template.

Action
Recipient Signed

Triggers when a recipient signs.

Trigger
Envelope Voided

Triggers when an envelope is voided.

Trigger
Envelope Declined

Triggers when an envelope is declined.

Trigger
Envelope Completed

Triggers when an envelope is fully signed.

Trigger
Envelope Sent

Triggers when an envelope is sent.

Trigger
Visitor Tagged

Triggers when a tag is added to a visitor.

Trigger
Close Chat

Closes an ongoing chat session.

Action
Set Chat Custom Field

Sets a custom field value for a chat.

Action
Update Visitor Info

Updates the information of a visitor.

Action
Send File

Sends a file to the visitor in a chat.

Action
Untag Visitor

Removes a tag from a visitor.

Action
Create Ticket

Creates a support ticket from a chat.

Action
Tag Visitor

Adds a tag to a visitor.

Action
Unban Visitor

Unbans a visitor, allowing them to start chats.

Action
Assign Agent

Assigns an agent to a chat.

Action
Transfer Chat

Transfers a chat to another agent.

Action
Ban Visitor

Bans a visitor from starting new chats.

Action
Unassign Agent

Unassigns an agent from a chat.

Action
Send Message

Sends a message to a chat.

Action
File Uploaded

Triggers when a file is uploaded in a chat.

Trigger
Visitor Untagged

Triggers when a tag is removed from a visitor.

Trigger
Agent Unassigned

Triggers when an agent is unassigned from a chat.

Trigger
Agent Assigned

Triggers when an agent is assigned to a chat.

Trigger
Chat Transferred

Triggers when a chat is transferred to another agent.

Trigger
New Message Received

Triggers when a new message is received.

Trigger
Visitor Banned

Triggers when a visitor is banned.

Trigger
Chat Ended

Triggers after a chat has ended.

Trigger
New Chat Started

Triggers when a new chat begins.

Trigger
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Seamless Ingestion
Intelligent Extraction
Data Enrichment made easy
Smart Decision Engines
Flexible Export Options
Flexible Export Options

Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate DocuSign Signature Tracking Process

Schedule a demo
Enhance document workflow with automated signature tracking. Our AI-driven solution integrates DocuSign events, prompting timely Livechat reminders, ensuring efficient document management and completion.

New DocuSign event

AI analyzes document status, identifies unsigned documents, and extracts signatory details for follow-up actions.

AI-Enhanced Livechat Customer Support

Send reminders for pending signatures and update CRM with document status changes.

Automate customer engagement with AI chatbots in Livechat, instantly addressing inquiries and routing issues, improving satisfaction and support efficiency.

Automated Contract Management Workflow

AI analyzes contract terms, identifies clauses, assesses risks, and flags non-compliance or anomalies.

Automated Contract Management Workflow

Generate summary reports, notify stakeholders, and initiate approval or revision workflows in CRM.

Our AI-driven workflow automates contract analysis, streamlines approvals, and integrates with Livechat for efficient stakeholder communication and management.

DocuSign integration transforms workflows with fast, secure e-signatures, reducing paperwork and enhancing compliance.

Explore how Nanonets AI integrates with DocuSign and Livechat

AI analyzes incoming messages for intent, sentiment, and queries to determine appropriate responses or actions.

Route complex issues to specialists, provide instant AI-generated answers to common questions.

CRM Data Automation Seamless Integration

Our workflow automates CRM updates with precise data capture from Livechat, enhancing customer profiles and streamlining sales processes.

New Livechat conversation

AI analyzes chat content, extracts relevant customer data, and prepares structured information for CRM entry.

New DocuSign event
AI analyzes document status, identifies unsigned documents, and extracts signatory details for follow-up actions.
Send reminders for pending signatures and update CRM with document status changes.
New message in Livechat
AI analyzes incoming messages for intent, sentiment, and queries to determine appropriate responses or actions.
Route complex issues to specialists, provide instant AI-generated answers to common questions.
New Livechat conversation
AI analyzes chat content, extracts relevant customer data, and prepares structured information for CRM entry.
Automatically populates CRM fields with extracted data, updates customer records, and triggers follow-up tasks.
New contract uploaded
AI analyzes contract terms, identifies clauses, assesses risks, and flags non-compliance or unusual terms.
AI analyzes contract terms, identifies clauses, assesses risks, and flags non-compliance or unusual terms.
New contract uploaded
AI analyzes contract terms, identifies clauses, assesses risks, and flags non-compliance or anomalies.
Generate summary reports, notify stakeholders, and initiate approval or revision workflows in CRM.
Seamless Ingestion
Intelligent Extraction
Data Enrichment made easy
Smart Decision Engines
Flexible Export Options
Flexible Export Options

Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate DocuSign Signature Tracking Process

Schedule a demo
Enhance document workflow with automated signature tracking. Our AI-driven solution integrates DocuSign events, prompting timely Livechat reminders, ensuring efficient document management and completion.

New DocuSign event

AI analyzes document status, identifies unsigned documents, and extracts signatory details for follow-up actions.

AI-Enhanced Livechat Customer Support

Send reminders for pending signatures and update CRM with document status changes.

Automate customer engagement with AI chatbots in Livechat, instantly addressing inquiries and routing issues, improving satisfaction and support efficiency.

Automated Contract Management Workflow

AI analyzes contract terms, identifies clauses, assesses risks, and flags non-compliance or anomalies.

Automated Contract Management Workflow

Generate summary reports, notify stakeholders, and initiate approval or revision workflows in CRM.

Our AI-driven workflow automates contract analysis, streamlines approvals, and integrates with Livechat for efficient stakeholder communication and management.

DocuSign integration transforms workflows with fast, secure e-signatures, reducing paperwork and enhancing compliance.

uncover new possibilities

Contact us to enhance your workflows today

Start your automation journey today

Build Workflows within minutes

Use natural language to create and run workflows that interact with all your apps and data.

Connect with your documents, apps and databases
Create workflows using natural language
Read information, write data, and perform actions in your apps and databases.

Seamless App Integrations

Connect your apps, databases and documents to create unified workflows that automate manual tasks.

Connects with your documents, apps and databases
Real time data sync between data sources
Create workflows that perform in-app tasks for you

Use AI within Workflows

Build and use custom LLMs to write texts, post responses and execute RAG workflows within apps.

Create a custom LLM using your data
Train on custom data sources - Emails, Support Tickets, Customer Databases and more
Create workflows and chatbots using custom LLMs

DocuSign + Livechat: Nanonets Integrations

AI analyzes incoming messages for intent, sentiment, and queries to determine appropriate responses or actions.

Route complex issues to specialists, provide instant AI-generated answers to common questions.

CRM Data Automation Seamless Integration

Our workflow automates CRM updates with precise data capture from Livechat, enhancing customer profiles and streamlining sales processes.

New Livechat conversation

AI analyzes chat content, extracts relevant customer data, and prepares structured information for CRM entry.

DocuSign

DocuSign integration transforms workflows with fast, secure e-signatures, reducing paperwork and enhancing compliance.

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Livechat

LiveChat is an essential tool for superior customer support, offering powerful integrations and seamless communication.

Learn More
Help
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Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate DocuSign Signature Tracking Process

Schedule a demo
Enhance document workflow with automated signature tracking. Our AI-driven solution integrates DocuSign events, prompting timely Livechat reminders, ensuring efficient document management and completion.

New DocuSign event

AI analyzes document status, identifies unsigned documents, and extracts signatory details for follow-up actions.

AI-Enhanced Livechat Customer Support

Send reminders for pending signatures and update CRM with document status changes.

Automate customer engagement with AI chatbots in Livechat, instantly addressing inquiries and routing issues, improving satisfaction and support efficiency.

Automated Contract Management Workflow

AI analyzes contract terms, identifies clauses, assesses risks, and flags non-compliance or anomalies.

Automated Contract Management Workflow

Generate summary reports, notify stakeholders, and initiate approval or revision workflows in CRM.

Our AI-driven workflow automates contract analysis, streamlines approvals, and integrates with Livechat for efficient stakeholder communication and management.

DocuSign integration transforms workflows with fast, secure e-signatures, reducing paperwork and enhancing compliance.

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration
gdpr, soc2, hipaa compliant

Data security is our top priority

Nanonets prioritises the confidentiality and integrity of your data. As a testament to our commitment, we adhere to stringent compliance standards, including GDPR, SOC 2, and HIPAA. Privacy Policy

DocuSign + Livechat: Nanonets Integrations

DocuSign
Livechat
business use cases

Automate DocuSign Signature Tracking Process

Enhance document workflow with automated signature tracking. Our AI-driven solution integrates DocuSign events, prompting timely Livechat reminders, ensuring efficient document management and completion.

New DocuSign event

AI analyzes document status, identifies unsigned documents, and extracts signatory details for follow-up actions.

AI-Enhanced Livechat Customer Support

Send reminders for pending signatures and update CRM with document status changes.

Automate customer engagement with AI chatbots in Livechat, instantly addressing inquiries and routing issues, improving satisfaction and support efficiency.

ai integrations

New message in Livechat

AI analyzes incoming messages for intent, sentiment, and queries to determine appropriate responses or actions.

Route complex issues to specialists, provide instant AI-generated answers to common questions.

CRM Data Automation Seamless Integration

Our workflow automates CRM updates with precise data capture from Livechat, enhancing customer profiles and streamlining sales processes.

New Livechat conversation

AI analyzes chat content, extracts relevant customer data, and prepares structured information for CRM entry.

uncover new possibilities

Contact us to enhance your workflows today

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