Connect octai and Signwell to Build Intelligent Automations

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octai

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Signwell

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Enable Integrations or automations with these events of octai and Signwell

Enable Integrations or automations with these events of octai and Signwell

Triggers

Document Completed

Document Completed

Triggers when a document has been completed.

Document Sent

Document Sent

Triggers when a document is sent.

Document Viewed

Document Viewed

Triggers when a signer view a document for the first time.

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Actions

Create Document From Template

Create Document From Template

Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.

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Frequently Asked Questions

How do I start an integration between octai and Signwell?

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

Can we customize how data from octai is recorded in Signwell?

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

How often does the data sync between octai and Signwell?

The data sync between octai and Signwell 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 octai to Signwell?

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 octai and Signwell?

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

octai

About octai

Octai: Effortless AI with No-Code ML. Quickly build accurate models and apply AI insights to enhance your business operations.

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Signwell

About Signwell

Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.

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