Connect freshcaller and Signwell to Build Intelligent Automations

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freshcaller

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Signwell

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Enable Integrations or automations with these events of freshcaller and Signwell

Enable Integrations or automations with these events of freshcaller and Signwell

Triggers

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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Actions

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 freshcaller and Signwell?

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

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

Absolutely. You can customize how freshcaller 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 freshcaller and Signwell?

The data sync between freshcaller 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 freshcaller 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 freshcaller and Signwell?

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

freshcaller

About freshcaller

Freshcaller is a cloud-based phone system for businesses of all sizes.

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Signwell

About 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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