Connect Signable and elements financial advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
Send Envelope
Add Contact
Cancel Envelope
Envelope Opened
Envelope Signed
Envelope Reject
Envelope Bounced
Template Create
Envelope Complete
Envelope Sent
Envelope Failed
Widget Signed
Widget Signer Verified
Choose an Action
Automatically do this!
- Request a new Action for elements financial advisor
Enable Integrations or automations with these events of Signable and elements financial advisor
Enable Integrations or automations with these events of Signable and elements financial advisor
Triggers
Send Envelope
Triggers when a envelope is send.
Add Contact
Triggers when a new contact is add.
Cancel Envelope
Triggers when an envelope is canceled
Envelope Opened
Triggers when an envelope is open.
Envelope Signed
Triggers when an envelope is signed.
Envelope Reject
Triggers when envelope is rejected
Actions
Send an Envelope using a Template
Send an Envelope using a Template.
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Frequently Asked Questions
To start, connect both your Signable and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Signable triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Signable data is recorded in elements financial advisor. This includes choosing which data fields go into which fields of elements financial advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Signable and elements financial advisor 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 Signable and elements financial advisor. 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 Signable
Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.
Learn MoreAbout elements financial advisor
Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.
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