Connect LionDesk and Edusign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
Create classroom
Create a course
Create Group
Create Professor
Create Student
Update Student
Update Professor
Update Group
Find Student
Find Professor
Find Group
Find Document
Find Document Template
Find Admin
Delete Document
Creates a new Admin
Ready to use LionDesk and Edusign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in Liondesk.
New Student
Trigger when a new student is created.
New Professor
Triggers when you want to get all professors from the API.
New Group
Triggers when a new group is created.
New Course
Triggers when a user needs to get all courses from the API.
New Admin
Triggers when you want to get all Admins in your school from the API.
Do thisActions
Action is the task that follows automatically within your LionDesk integrations.
Create Contact
Creates a new contact in Liondesk.
Start Campaign
Start an existing campaign for a contact.
Update Hotness
Update the hotness of a contact.
Find a Contact
Search for a contact in your LionDesk account.
List Campaigns
Get a list of all campaigns.
List Contacts
Get a list of all contacts.
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Frequently Asked Questions
To start, connect both your LionDesk and Edusign accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in Edusign (or vice versa).
Absolutely. You can customize how LionDesk data is recorded in Edusign. This includes choosing which data fields go into which fields of Edusign, setting up custom formats, and filtering out unwanted information.
The data sync between LionDesk and Edusign 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 LionDesk and Edusign. 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 LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
Learn MoreAbout Edusign
Digital attendance sheets. Sign online and generate certified documents in seconds.
Learn More
