Connect Signable and noCRM.io 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!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
Do thisActions
Action is the task that follows automatically within your Signable integrations.
Send an Envelope using a Template
Send an Envelope using a Template.
List Client Folders
Return the list of client folders
Assign lead
Assign a lead to a user. The user will be notified by email of the assignment if the preference to receive notifications is checked.
Change Lead's Title
Change the title of the lead
Change Lead's Status
Change the status of the lead
Change Lead's Step
Change the step of the lead
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Frequently Asked Questions
To start, connect both your Signable and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Signable triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Signable data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Signable and noCRM.io 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 noCRM.io. 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 noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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