Connect datelist and Signwell to Build Intelligent Automations

Choose a Trigger

datelist

When this happens...

Choose an Action

Signwell

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Booking Is Made

New Booking Is Made

Runs when new booking is made

Document Completed

Document Completed

Triggers when a document has been completed.

Document Sent

Document Sent

Triggers when a document is sent.

Document Viewed

Document Viewed

Triggers when a signer view a document for the first time.

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Do thisActions

Action is the task that follows automatically within your datelist integrations.

Create Document From Template

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.

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Frequently Asked Questions

How do I start an integration between datelist and Signwell?

To start, connect both your datelist and Signwell accounts to viaSocket. Once connected, you can set up a workflow where an event in datelist triggers actions in Signwell (or vice versa).

Can we customize how data from datelist is recorded in Signwell?

Absolutely. You can customize how datelist 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.

How often does the data sync between datelist and Signwell?

The data sync between datelist and Signwell typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from datelist to Signwell?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between datelist and Signwell?

Yes, you can set conditional logic to control the flow of data between datelist 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.