Connect LionDesk and SignDesk to Build Intelligent Automations

Choose a Trigger

LionDesk

When this happens...

Choose an Action

SignDesk

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created in Liondesk.

Request a new Trigger for LionDesk

Do thisActions

Action is the task that follows automatically within your LionDesk integrations.

Create Contact

Create Contact

Creates a new contact in Liondesk.

Start Campaign

Start Campaign

Start an existing campaign for a contact.

Update Hotness

Update Hotness

Update the hotness of a contact.

Find a Contact

Find a Contact

Search for a contact in your LionDesk account.

List Campaigns

List Campaigns

Get a list of all campaigns.

List Contacts

List Contacts

Get a list of all contacts.

We'll help you get started

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Frequently Asked Questions

How do I start an integration between LionDesk and SignDesk?

To start, connect both your LionDesk and SignDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in SignDesk (or vice versa).

Can we customize how data from LionDesk is recorded in SignDesk?

Absolutely. You can customize how LionDesk data is recorded in SignDesk. This includes choosing which data fields go into which fields of SignDesk, setting up custom formats, and filtering out unwanted information.

How often does the data sync between LionDesk and SignDesk?

The data sync between LionDesk and SignDesk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from LionDesk to SignDesk?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between LionDesk and SignDesk?

Yes, you can set conditional logic to control the flow of data between LionDesk and SignDesk. 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.

LionDesk

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.

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SignDesk

About SignDesk

SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.

Learn More