Connect EKM and SignNow to Build Intelligent Automations

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EKM

When this happens...

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SignNow

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Runs when a new customer is created.

New Order

New Order

Trigger when new order is created in your account.

New Product

New Product

Trigger when new product is created in your account.

User Document Delete

User Document Delete

Trigger when a user document delete.

User Document Create

User Document Create

Trigger when user document create.

User Document Open

User Document Open

Trigger when user document open.

Do thisActions

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

Create Customer

Create Customer

Add a new customer to the EKM account.

Create Product

Create Product

Add a new Product to the EKM account.

Update Product

Update Product

Update the details of an existing product.

Create Organization

Create Organization

This action create New Organization.

Rename Organization

Rename Organization

This action rename the Organization name.

Delete organization

Delete organization

This action delete an organization.

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Frequently Asked Questions

How do I start an integration between EKM and SignNow?

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

Can we customize how data from EKM is recorded in SignNow?

Absolutely. You can customize how EKM data is recorded in SignNow. This includes choosing which data fields go into which fields of SignNow, setting up custom formats, and filtering out unwanted information.

How often does the data sync between EKM and SignNow?

The data sync between EKM and SignNow 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 EKM to SignNow?

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 EKM and SignNow?

Yes, you can set conditional logic to control the flow of data between EKM and SignNow. 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.