Connect LiveChat and SignDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
New Chat
Finished Chat
Chat Changed
Choose an Action
Automatically do this!
Get request structure
Fetch Form Configuration
Create CLM Request
Ready to use LiveChat and SignDesk automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Chat
Triggers when the chat is started.
Finished Chat
Triggers when the chat is ended.
Chat Changed
Triggers when the tag list for a chat was changed.
Do thisActions
Action is the task that follows automatically within your LiveChat integrations.
Get request structure
Gets a request structure for a specific form.
Fetch Form Configuration
Fetch a specific Form Configuration.
Create CLM Request
Creates a CLM request.
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Frequently Asked Questions
To start, connect both your LiveChat and SignDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in LiveChat triggers actions in SignDesk (or vice versa).
Absolutely. You can customize how LiveChat 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.
The data sync between LiveChat and SignDesk 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 LiveChat 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.
About LiveChat
LiveChat is the faster way to contact your customers. It is a web-based chat tool that lets you chat with your website visitors.
Learn MoreAbout 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.
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