
When this happens...
Automatically do this!
Enable Integrations or automations with these events of Reply and HelloSign
Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).
Removes a person from a specific campaign in an array of campaigns.
Creates a person and immediately adds them to a campaign.
Creates a new person.
Adds a new step to an existing campaign.
Get List of Campaigns
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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 Reply and HelloSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Reply triggers actions in HelloSign (or vice versa).
Absolutely. You can customize how Reply data is recorded in HelloSign. This includes choosing which data fields go into which fields of HelloSign, setting up custom formats, and filtering out unwanted information.
The data sync between Reply and HelloSign 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 Reply and HelloSign. 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.
Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.
Learn MoreHelloSign is an easy-to-use electronic signature platform that allows individuals and businesses to securely sign, send, and manage legally binding documents online. It streamlines workflows, ensures compliance, and integrates seamlessly with popular tools like Google Drive, Dropbox, and Salesforce.
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