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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when new Contact is Created.
New Workspace
Trigger when new workspace is Created.
New Label
Trigger when new Label is Created.
New User
Trigger when new User is Created.
Update Workspace
Trigger when an Existing workspace is updated.
Signature Request Activated
Triggers when new signature request is activated.
Do thisActions
Action is the task that follows automatically within your Samvad integrations.
Create Lead
Creates a new lead in Samvad using selected custom fields and an optional next follow-up date.
Create Contact
Creates a New Contact.
Update Contact
Update an Existing Contact.
Create Workspace
Creates a New Workspace.
Delete Contact
Deletes an Existing Contact.
Update WorkSpace
Update an Existing WorkSpace.
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Frequently Asked Questions
To start, connect both your Samvad and Yousign accounts to viaSocket. Once connected, you can set up a workflow where an event in Samvad triggers actions in Yousign (or vice versa).
Absolutely. You can customize how Samvad data is recorded in Yousign. This includes choosing which data fields go into which fields of Yousign, setting up custom formats, and filtering out unwanted information.
The data sync between Samvad and Yousign 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 Samvad and Yousign. 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 Samvad
Samvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer engagement.
Learn MoreAbout Yousign
Yousign is an electronic signature solution that enables businesses to securely sign documents online. It offers features for document management, compliance with legal standards, and integration with various platforms. The app streamlines the signing process, improving efficiency and reducing paperwork.
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