
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

Automatically do this!
Create Person
Create Company
Update Person
Update Company
Search Person
Search Company
Get a Company
Get a Person
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a envelope is send.
Triggers when a new contact is add.
Triggers when an envelope is canceled
Triggers when an envelope is open.
Triggers when an envelope is signed.
Triggers when envelope is rejected
Action is the task that follows automatically within your Signable integrations.
Send an Envelope using a Template.
Create a new contact Person in your folk group .
Create a new contact Company in your folk group .
Update a contact Person in your folk group.
Update a contact Company in your folk group.
Seach a Person by their person ID,email,name

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Signable and folk accounts to viaSocket. Once connected, you can set up a workflow where an event in Signable triggers actions in folk (or vice versa).
Absolutely. You can customize how Signable data is recorded in folk. This includes choosing which data fields go into which fields of folk, setting up custom formats, and filtering out unwanted information.
The data sync between Signable and folk 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 folk. 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.
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 MoreFolk is the next-generation CRM for teams, designed to make relationship management simple, collaborative, and adaptable. It centralizes contacts, deals, and communications in one intuitive workspace, so teams can work together seamlessly. With customizable fields, powerful search, and flexible pipelines, Folk adapts to any workflow — whether for sales, recruiting, partnerships, or community building. Its modern design and integrations help teams save time, stay organized, and focus on building stronger relationships.
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