Connect Segmetrics and OneSpan Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Segmetrics
Choose an Action
Automatically do this!
- Request a new Action for OneSpan Sign
Enable Integrations or automations with these events of Segmetrics and OneSpan Sign
Enable Integrations or automations with these events of Segmetrics and OneSpan Sign
Actions
Get Contact by Email
Returns the full customer journey of a single contact by email
Add or Update Contact
Adds a contact to the specified SegMetrics integration.
Add Tag to Contact
Add Tags to given contact.
Add Purchase to Contact
Adds a purchase to the specified SegMetrics integration.
Adds subscription
Adds a subscription to the existing contact. If the subscription id already exist, it will be updated.
Remove Tags to Contact
Remove Tags to Contact
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Segmetrics and OneSpan Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Segmetrics triggers actions in OneSpan Sign (or vice versa).
Absolutely. You can customize how Segmetrics data is recorded in OneSpan Sign. This includes choosing which data fields go into which fields of OneSpan Sign, setting up custom formats, and filtering out unwanted information.
The data sync between Segmetrics and OneSpan Sign 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 Segmetrics and OneSpan Sign. 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 Segmetrics
SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.
Learn MoreAbout OneSpan Sign
OneSpan Sign is a trusted electronic signature solution designed for businesses of all sizes. It enables organizations to securely send, sign, and manage documents online while meeting the highest standards for security, compliance, and ease of use.
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