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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Completed
Triggers when a document has been completed.
Document Sent
Triggers when a document is sent.
Document Viewed
Triggers when a signer view a document for the first time.
Do thisActions
Action is the task that follows automatically within your Opportify integrations.
Analyze Email
Extract lead details, detect sender intent and urgency, and recommend clear follow-up actions to improve outreach and engagement.
Analyze an IP address
Get location, risk, and business insights for an IP address.
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
To start, connect both your Opportify and Signwell accounts to viaSocket. Once connected, you can set up a workflow where an event in Opportify triggers actions in Signwell (or vice versa).
Absolutely. You can customize how Opportify 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.
The data sync between Opportify and Signwell 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 Opportify 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.
About Opportify
Opportify is an AI-driven platform designed to enhance business opportunities by leveraging data insights and automation. It helps organizations identify potential leads, optimize marketing strategies, and improve customer engagement through intelligent analytics.
Learn MoreAbout 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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