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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 Leadsquared integrations.
Create a lead in LeadSquared
Find a lead using email id
Retrieve leads that match one or more phone numbers. Optionally select which lead fields to return.
Post an Activity on a Lead
Search lead by criteria
Retrieve leads modified between a start and end date, returning selected fields with optional sorting and pagination.

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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 Leadsquared and Signaturit accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Signaturit (or vice versa).
Absolutely. You can customize how Leadsquared 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 Leadsquared 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 Leadsquared 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.
Leadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement processes.
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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