Salesmate

CRM

Signable

Documents

Integrations Salesmate Signable

Create integrations between Salesmate and Signable

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Add Note in Salesmate when Send Envelope via Signable

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Create Activity in Salesmate when Send Envelope via Signable

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Create Company in Salesmate when Send Envelope via Signable

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Search User in Salesmate when Send Envelope via Signable

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Create Contact in Salesmate when Send Envelope via Signable

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Search Activity through Salesmate when Send Envelope via Signable

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Search Company in Salesmate when Send Envelope via Signable

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Search Contact in Salesmate when Send Envelope via Signable

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Add Note in Salesmate when Add Contact to Signable

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Create Activity in Salesmate when Add Contact to Signable

Actions and Triggers

Triggers

Send Envelope

Triggers when a envelope is send.

Add Contact

Triggers when a new contact is add.

Cancel Envelope

Triggers when an envelope is canceled

Envelope Opened

Triggers when an envelope is open.

Envelope Signed

Triggers when an envelope is signed.

Envelope Reject

Triggers when envelope is rejected

Actions

Add Note

Adds Note based on previous step.

Create Activity

Creates a new Activity, probably with input from previous steps.

Create Company

Creates a new Company, probably with input from previous steps.

Search User

Find an User based on different fields.

Create Contact

Creates a new Contact, probably with input from previous steps.

Search Activity

Finds an activity based on different fields

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Salesmate

Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.

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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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