Connect Segmetrics and Signwell to Build Intelligent Automations

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Segmetrics

When this happens...

Choose an Action

Signwell

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Ready to use Segmetrics and Signwell automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Completed

Document Completed

Triggers when a document has been completed.

Document Sent

Document Sent

Triggers when a document is sent.

Document Viewed

Document Viewed

Triggers when a signer view a document for the first time.

Request a new Trigger for Segmetrics

Do thisActions

Action is the task that follows automatically within your Segmetrics integrations.

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 Signwell?

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

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

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

How often does the data sync between Segmetrics and Signwell?

The data sync between Segmetrics and Signwell 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 Signwell?

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 Signwell?

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

About Signwell

Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.

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