Connect Signwell and Engage to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Completed
Triggers when a document has been completed.
Document Sent
Triggers when a document is sent.
Document Viewed
Triggers when a signer view a document for the first time.
Do thisActions
Action is the task that follows automatically within your Signwell integrations.
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Create New Customer
Create a new customer
Track User Event
Record an event on a user's profile in Engage.
List All Customers
List all customers and their details.
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Frequently Asked Questions
To start, connect both your Signwell and Engage accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Engage (or vice versa).
Absolutely. You can customize how Signwell data is recorded in Engage. This includes choosing which data fields go into which fields of Engage, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and Engage 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 Signwell and Engage. 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 Signwell
Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
Learn MoreAbout Engage
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
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