Connect Signwell and Heap Analytics to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Viewed
Choose an Action
Automatically do this!
Track Event
Add User to Heap
Delete Users
Add User Properties
Ready to use Signwell and Heap Analytics 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.
Track Event
Send an event to Heap
Add User to Heap
Create or update a user in Heap
Delete Users
Submit users for deletion
Add User Properties
Add or update user properties
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Frequently Asked Questions
To start, connect both your Signwell and Heap Analytics accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Heap Analytics (or vice versa).
Absolutely. You can customize how Signwell data is recorded in Heap Analytics. This includes choosing which data fields go into which fields of Heap Analytics, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and Heap Analytics 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 Heap Analytics. 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 Heap Analytics
Heap Analytics collects and analyzes user event data to understand how users interact with a product.
Learn More
