
When this happens...
New Contact
New Project
New Company
New Activity
New Deal

Automatically do this!
Create Folder
Search Document
Rename Document
Delete Document
Create signing request
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact is created in Moskit.
Triggers when a new project is created.
Triggers when a new company is created.
Triggers when a new Activity is created.
Trigger when new deal is created in Moskit Account.
Action is the task that follows automatically within your Moskit integrations.
Create note in deal.
Add note in Project
Archive a Project.
Change responsible of activity.
Create a new Product.
Creates a new company.

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To start, connect both your Moskit and Signaturely accounts to viaSocket. Once connected, you can set up a workflow where an event in Moskit triggers actions in Signaturely (or vice versa).
Absolutely. You can customize how Moskit data is recorded in Signaturely. This includes choosing which data fields go into which fields of Signaturely, setting up custom formats, and filtering out unwanted information.
The data sync between Moskit and Signaturely 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 Moskit and Signaturely. 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.
Moskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.
Learn MoreSignaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.
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