
When this happens...
Work Item Is Created

Automatically do this!
Create Document From Template
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a work item is created in chat.walkover.in, allowing automatic meeting scheduling or team notifications.
Triggers when a document has been completed.
Triggers when a document is sent.
Triggers when a signer view a document for the first time.
Action is the task that follows automatically within your 50 agents integrations.
This action will create a bot in assistant and that bot will join the meeting and record the meeting and key points from the meeting
Creates a work item to schedule and manage meetings on chat.walkover.in.
Receive data from trigger
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.

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To start, connect both your 50 agents and Signwell accounts to viaSocket. Once connected, you can set up a workflow where an event in 50 agents triggers actions in Signwell (or vice versa).
Absolutely. You can customize how 50 agents data is recorded in Signwell. This includes choosing which data fields go into which fields of Signwell, setting up custom formats, and filtering out unwanted information.
The data sync between 50 agents and Signwell 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 50 agents and Signwell. 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.
Facilitate seamless scheduling and management of meetings through the chat.walkover.in platform, enhancing team collaboration and communication.
Learn MoreSignwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
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