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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when an email has been delivered.
Triggers when an email has been processed.
Triggers when a document has been opened.
Triggers when a document has been signed.
Triggers when a document has been completed.
Triggers when an document has been declined.
Action is the task that follows automatically within your Helpwise integrations.
Assign Conversation to User
Adds a Note in the Conversation
Create your contact in Helpwise from your favorite app.
Updates a contact.
Delete a current contact.
Creates a new group.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Helpwise and Signaturit accounts to viaSocket. Once connected, you can set up a workflow where an event in Helpwise triggers actions in Signaturit (or vice versa).
Absolutely. You can customize how Helpwise data is recorded in Signaturit. This includes choosing which data fields go into which fields of Signaturit, setting up custom formats, and filtering out unwanted information.
The data sync between Helpwise and Signaturit 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 Helpwise and Signaturit. 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.
Helpwise is a collaborative shared inbox platform designed to streamline team communication and enhance customer support. It allows teams to manage emails, SMS, WhatsApp, and other communication channels from a single interface, improving efficiency and response times.
Learn MoreSignaturit is a leading platform for electronic signature solutions, enabling businesses to securely sign documents online. It provides a seamless way to manage and authenticate digital signatures, ensuring legal compliance.
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