Integrationsrightsignaturecivicrm
rightsignature + civicrm

Connect rightsignature and civicrm to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between rightsignature and civicrm?

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

Can we customize how data from rightsignature is recorded in civicrm?

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

How often does the data sync between rightsignature and civicrm?

The data sync between rightsignature and civicrm 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 rightsignature to civicrm?

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 rightsignature and civicrm?

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

rightsignature

About rightsignature

RightSignature provides a service for easy online document signing.

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civicrm

About civicrm

CiviCRM is a web-based constituent relationship management (CRM) system built by and for nonprofit organizations and NGO's.

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