Connect Leadrat and Signable to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Leadrat
Choose an Action
Automatically do this!
Send an Envelope using a Template
Ready to use Leadrat and Signable automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Send Envelope
Triggers when a envelope is send.
Add Contact
Triggers when a new contact is add.
Cancel Envelope
Triggers when an envelope is canceled
Envelope Opened
Triggers when an envelope is open.
Envelope Signed
Triggers when an envelope is signed.
Envelope Reject
Triggers when envelope is rejected
Do thisActions
Action is the task that follows automatically within your Leadrat integrations.
Create Lead
Creates a new lead in Leadrat.
Get Leads
Get All Leads from LeadRAT
Send an Envelope using a Template
Send an Envelope using a Template.
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Frequently Asked Questions
To start, connect both your Leadrat and Signable accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadrat triggers actions in Signable (or vice versa).
Absolutely. You can customize how Leadrat data is recorded in Signable. This includes choosing which data fields go into which fields of Signable, setting up custom formats, and filtering out unwanted information.
The data sync between Leadrat and Signable 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 Leadrat and Signable. 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 Leadrat
Leadrat is a cutting-edge platform designed to enhance lead management and conversion strategies. It offers tools to streamline the process of capturing, tracking, and nurturing leads, ensuring businesses can maximize their sales potential.
Learn MoreAbout Signable
Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.
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