Connect Signwell and GoHighLevel to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Viewed
Choose an Action
Automatically do this!
Create Task
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Tag
Update Tag
Search Tag
Ready to use Signwell and GoHighLevel automations
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 Task
Creates a new task.
Update Task
Update the details of an existing task by its ID.
Search Task
Find the details of a task by its id.
Delete Task
Delete the task by its id.
Create Contact
Creates a new contact.
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Frequently Asked Questions
To start, connect both your Signwell and GoHighLevel accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in GoHighLevel (or vice versa).
Absolutely. You can customize how Signwell data is recorded in GoHighLevel. This includes choosing which data fields go into which fields of GoHighLevel, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and GoHighLevel 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 GoHighLevel. 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 GoHighLevel
GoHighlevel is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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