Connect Fatoora and Signwell to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Fatoora
Choose an Action
Automatically do this!
Create Document From Template
Ready to use Fatoora and Signwell automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Completed
Triggers when a document has been completed.
Document Sent
Triggers when a document is sent.
Document Viewed
Triggers when a signer view a document for the first time.
Do thisActions
Action is the task that follows automatically within your Fatoora integrations.
Create Client
Creates a new client in Fatoora.
Delete Client
Permanently remove a client from Fatoora using their client ID.
Update Client
Updates an existing client's details in Fatoora.
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
To start, connect both your Fatoora and Signwell accounts to viaSocket. Once connected, you can set up a workflow where an event in Fatoora triggers actions in Signwell (or vice versa).
Absolutely. You can customize how Fatoora 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.
The data sync between Fatoora and Signwell 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 Fatoora 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.
About Fatoora
Fatoora is a comprehensive invoicing and billing platform designed to simplify financial management for businesses. It offers features for creating, sending, and tracking invoices, ensuring efficient payment processing and financial reporting.
Learn MoreAbout Signwell
Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
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