Connect Heap Analytics and Signwell to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Heap Analytics
Choose an Action
Automatically do this!
Create Document From Template
Ready to use Heap Analytics 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 Heap Analytics integrations.
Track Event
Send an event to Heap
Add User to Heap
Create or update a user in Heap
Delete Users
Submit users for deletion
Add User Properties
Add or update user properties
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 Heap Analytics and Signwell accounts to viaSocket. Once connected, you can set up a workflow where an event in Heap Analytics triggers actions in Signwell (or vice versa).
Absolutely. You can customize how Heap Analytics 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 Heap Analytics 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 Heap Analytics 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 Heap Analytics
Heap Analytics collects and analyzes user event data to understand how users interact with a product.
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.
Learn More
