Connect Salesmate and SignNow to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Salesmate
Choose an Action
Automatically do this!
Create Organization
Rename Organization
Delete organization
Download Document PDF
Get Document Download Link
Get Document
Ready to use Salesmate and SignNow automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
User Document Delete
Trigger when a user document delete.
User Document Create
Trigger when user document create.
User Document Open
Trigger when user document open.
User Document Update
Trigger when a user document update.
User Document Complete
Trigger when a user document complete.
User Template Copy
Trigger when a user template copy.
Do thisActions
Action is the task that follows automatically within your Salesmate integrations.
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.
Create Deal
Creates a new Deal
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Frequently Asked Questions
To start, connect both your Salesmate and SignNow accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in SignNow (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in SignNow. This includes choosing which data fields go into which fields of SignNow, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and SignNow 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 Salesmate and SignNow. 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 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.
Learn MoreAbout SignNow
SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
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