Connect Runo CRM and Signable to Build Intelligent Automations

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Runo CRM

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Signable

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Send Envelope

Send Envelope

Triggers when a envelope is send.

Add Contact

Add Contact

Triggers when a new contact is add.

Cancel Envelope

Cancel Envelope

Triggers when an envelope is canceled

Envelope Opened

Envelope Opened

Triggers when an envelope is open.

Envelope Signed

Envelope Signed

Triggers when an envelope is signed.

Envelope Reject

Envelope Reject

Triggers when envelope is rejected

Do thisActions

Action is the task that follows automatically within your Runo CRM integrations.

Create Allocation

Create Allocation

Creates a new allocation.

Send an Envelope using a Template

Send an Envelope using a Template

Send an Envelope using a Template.

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Frequently Asked Questions

How do I start an integration between Runo CRM and Signable?

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

Can we customize how data from Runo CRM is recorded in Signable?

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

How often does the data sync between Runo CRM and Signable?

The data sync between Runo CRM and Signable 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 Runo CRM to Signable?

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 Runo CRM and Signable?

Yes, you can set conditional logic to control the flow of data between Runo CRM and Signable. 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.

Runo CRM

About Runo CRM

Runo CRM is a calling and sales focused mobile CRM.

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Signable

About Signable

Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.

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