
When this happens...
New Bar Appears on Roadmap
Roadmap Is Updated
Roadmap Bar Is Updated

Automatically do this!
Create Organization
Rename Organization
Delete organization
Create Template
Download Document PDF
Get Document Download Link
Get Document
Upload Document
Delete Document
Move Document
Share Template
Create Document Group
Delete Document Group
Rename Document Group
Create document and invite to sign
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Bar Appears on Roadmap
Runs when roadmap is updated
Runs when roadmap bar is updated
Trigger when a user document delete.
Trigger when user document create.
Trigger when user document open.
Action is the task that follows automatically within your ProductPlan integrations.
Add a new bar to your roadmap.
Get all bars for a roadmap.
Update a roadmap bar by ID.
This action create New Organization.
This action rename the Organization name.
This action delete an organization.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ProductPlan and SignNow accounts to viaSocket. Once connected, you can set up a workflow where an event in ProductPlan triggers actions in SignNow (or vice versa).
Absolutely. You can customize how ProductPlan data is recorded in SignNow. This includes choosing which data fields go into which fields of SignNow, setting up custom formats, and filtering out unwanted information.
The data sync between ProductPlan and SignNow 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 ProductPlan and SignNow. 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.
Integrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.
Learn MoreSignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
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