Connect prospectboss and Signwell to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for prospectboss
Choose an Action
Automatically do this!
Create Document From Template
Enable Integrations or automations with these events of prospectboss and Signwell
Enable Integrations or automations with these events of prospectboss and Signwell
Triggers
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.
Actions
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 prospectboss and Signwell accounts to viaSocket. Once connected, you can set up a workflow where an event in prospectboss triggers actions in Signwell (or vice versa).
Absolutely. You can customize how prospectboss 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 prospectboss 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 prospectboss 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 prospectboss
ProspectBoss is a web-based all-in-one lead generation solution for Small businesses that utilize outbound channels to engage leads and contacts.
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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