Connect gate and Signwell to Build Intelligent Automations
Choose a Trigger
When this happens...
Gate Status Changed
manual
Choose an Action
Automatically do this!
Create Document From Template
Ready to use gate and Signwell automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Gate Status Changed
Triggered when the status of a gate entry is updated.
manual
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 gate integrations.
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 gate and Signwell accounts to viaSocket. Once connected, you can set up a workflow where an event in gate triggers actions in Signwell (or vice versa).
Absolutely. You can customize how gate 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 gate 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 gate 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 gate
Cody is an AI-powered tool designed to assist businesses in automating tasks, improving productivity, and enhancing decision-making processes. It leverages artificial intelligence to provide insights, automate workflows, and facilitate seamless communication within organizations.
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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