Connect rally and SignRequest to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for rally
Choose an Action
Automatically do this!
- Request a new Action for SignRequest
Integrate rally with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your rally and SignRequest accounts to viaSocket. Once connected, you can set up a workflow where an event in rally triggers actions in SignRequest (or vice versa).
Absolutely. You can customize how rally data is recorded in SignRequest. This includes choosing which data fields go into which fields of SignRequest, setting up custom formats, and filtering out unwanted information.
The data sync between rally and SignRequest 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 rally and SignRequest. 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 rally
Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.
Learn MoreAbout SignRequest
SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.
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