Connect Privyr and legalesign to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Privyr and legalesign?

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

Can we customize how data from Privyr is recorded in legalesign?

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

How often does the data sync between Privyr and legalesign?

The data sync between Privyr and legalesign 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 Privyr to legalesign?

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 Privyr and legalesign?

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

Privyr

About Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.

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legalesign

About legalesign

Legalesign is electronic signature software where you can receive updates of contract signing events linked to your CRM database and upload or download signed documents between Legalesign and your favourite software.

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