Connect Sendme and SignDesk to Build Intelligent Automations

Choose a Trigger

Sendme

When this happens...

Choose an Action

SignDesk

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Update Contact

New or Update Contact

Triggers when a contact is created or Updated.

Request a new Trigger for Sendme

Do thisActions

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

Update Contact

Update Contact

Update contact in Sendme.

Create Contact

Create Contact

Create contact in Sendme

Get request structure

Get request structure

Gets a request structure for a specific form.

Fetch Form Configuration

Fetch Form Configuration

Fetch a specific Form Configuration.

Create CLM Request

Create CLM Request

Creates a CLM request.

Request a new Action for Sendme

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Frequently Asked Questions

How do I start an integration between Sendme and SignDesk?

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

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

Absolutely. You can customize how Sendme 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 Sendme and SignDesk?

The data sync between Sendme 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 Sendme 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 Sendme and SignDesk?

Yes, you can set conditional logic to control the flow of data between Sendme 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.

Sendme

About Sendme

Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.

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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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