
When this happens...
When a new account is created in Apollo
When a new contact is created in Apollo
When an existing contact is updated

Automatically do this!
Create Folder
Search Document
Rename Document
Delete Document
Create signing request
When this happensTriggers
A trigger is an event that starts a workflow.
Runs the workflow automatically whenever a new account is created in Apollo.
Runs the workflow automatically whenever a new contact is created in Apollo.
Runs the workflow automatically whenever an existing contact is updated.
Action is the task that follows automatically within your Apollo integrations.
Create a new account
Add a new contact to Apollo
Create a new deal in Apollo
Create and assign a task
Update an Apollo account
Search contacts by criteria
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To start, connect both your Apollo and Signaturely accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in Signaturely (or vice versa).
Absolutely. You can customize how Apollo data is recorded in Signaturely. This includes choosing which data fields go into which fields of Signaturely, setting up custom formats, and filtering out unwanted information.
The data sync between Apollo and Signaturely 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 Apollo and Signaturely. 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.
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn MoreSignaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.
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