Connect EKM and Signable to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Choose an Action
Automatically do this!
Send an Envelope using a Template
Ready to use EKM and Signable automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Runs when a new customer is created.
New Order
Trigger when new order is created in your account.
New Product
Trigger when new product is created in your account.
Send Envelope
Triggers when a envelope is send.
Add Contact
Triggers when a new contact is add.
Cancel Envelope
Triggers when an envelope is canceled
Do thisActions
Action is the task that follows automatically within your EKM integrations.
Create Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
Send an Envelope using a Template
Send an Envelope using a Template.
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Frequently Asked Questions
To start, connect both your EKM and Signable accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in Signable (or vice versa).
Absolutely. You can customize how EKM data is recorded in Signable. This includes choosing which data fields go into which fields of Signable, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and Signable 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 EKM and Signable. 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 Signable
Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.
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