
When this happens...

Automatically do this!
Create Contact
Update Contact
Create Workspace
Delete Contact
Update WorkSpace
Create Label
Update Label
Delete Label
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new Contact is Created.
Trigger when new workspace is Created.
Trigger when new Label is Created.
Trigger when new User is Created.
Trigger when an Existing workspace is updated.
Triggers when new signature request is activated.
Action is the task that follows automatically within your Highperformr Ai integrations.
Create a named contact segment using provided conditions and optional description to group contacts for targeting and analysis.
Delete a segment by its ID and return a confirmation message.
Removes the contact identified by the given Contact ID from Highperformr.
Creates a New Contact.
Update an Existing Contact.
Creates a New Workspace.

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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 Highperformr Ai and Yousign accounts to viaSocket. Once connected, you can set up a workflow where an event in Highperformr Ai triggers actions in Yousign (or vice versa).
Absolutely. You can customize how Highperformr Ai data is recorded in Yousign. This includes choosing which data fields go into which fields of Yousign, setting up custom formats, and filtering out unwanted information.
The data sync between Highperformr Ai and Yousign 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 Highperformr Ai and Yousign. 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.
Highperformr Ai is a cutting-edge platform designed to enhance business performance through advanced AI tools. It offers solutions for optimizing workflows, improving decision-making, and driving innovation across various industries.
Learn MoreYousign is an electronic signature solution that enables businesses to securely sign documents online. It offers features for document management, compliance with legal standards, and integration with various platforms. The app streamlines the signing process, improving efficiency and reducing paperwork.
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