
When this happens...

Automatically do this!
Create Organization
Rename Organization
Delete organization
Download Document PDF
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Get Document
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a user document delete.
Trigger when user document create.
Trigger when user document open.
Trigger when a user document update.
Trigger when a user document complete.
Trigger when a user template copy.
Action is the task that follows automatically within your Leadrat integrations.
Creates a new lead in Leadrat.
Get All Leads from LeadRAT
This action create New Organization.
This action rename the Organization name.
This action delete an organization.
This action download the PDF of a SignNow document.

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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 Leadrat and SignNow accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadrat triggers actions in SignNow (or vice versa).
Absolutely. You can customize how Leadrat data is recorded in SignNow. This includes choosing which data fields go into which fields of SignNow, setting up custom formats, and filtering out unwanted information.
The data sync between Leadrat and SignNow 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 SignNow. 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.
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.
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