Enable Integrations or automations with these events of daylite and Signaturely
This action creates a new folder.
Search your documents.
This action rename the document.
This action deletes the document.
Create a signature request from a selected template with a title and optional message; supports test mode.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your daylite and Signaturely accounts to viaSocket. Once connected, you can set up a workflow where an event in daylite triggers actions in Signaturely (or vice versa).
Absolutely. You can customize how daylite 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 daylite 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 daylite 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.
Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!
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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