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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new contact created.
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.
Action is the task that follows automatically within your Holded integrations.
Create a new contact.
Get all your contact by phone number.
Update a specific contact.
Create a new product.
Get all your products.
Create a new payment.

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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 Holded and Signaturit accounts to viaSocket. Once connected, you can set up a workflow where an event in Holded triggers actions in Signaturit (or vice versa).
Absolutely. You can customize how Holded 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 Holded 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 Holded 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.
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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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