Connect Segmetrics and SignDesk to Build Intelligent Automations

Choose a Trigger

Segmetrics

When this happens...

Choose an Action

SignDesk

Automatically do this!

Enable Integrations or automations with these events of Segmetrics and SignDesk

Enable Integrations or automations with these events of Segmetrics and SignDesk

Actions

Get Contact by Email

Get Contact by Email

Returns the full customer journey of a single contact by email

Add or Update Contact

Add or Update Contact

Adds a contact to the specified SegMetrics integration.

Add Tag to Contact

Add Tag to Contact

Add Tags to given contact.

Add Purchase to Contact

Add Purchase to Contact

Adds a purchase to the specified SegMetrics integration.

Adds subscription

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

Remove Tags to Contact

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Frequently Asked Questions

How do I start an integration between Segmetrics and SignDesk?

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

Can we customize how data from Segmetrics is recorded in SignDesk?

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

How often does the data sync between Segmetrics and SignDesk?

The data sync between Segmetrics and SignDesk 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 Segmetrics to SignDesk?

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 Segmetrics and SignDesk?

Yes, you can set conditional logic to control the flow of data between Segmetrics and SignDesk. 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.

Segmetrics

About Segmetrics

SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.

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SignDesk

About SignDesk

SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.

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