Connect Signable and Plane.so to Build Intelligent Automations

Choose a Trigger

Signable

When this happens...

Choose an Action

Plane.so

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Send Envelope

Send Envelope

Triggers when a envelope is send.

Add Contact

Add Contact

Triggers when a new contact is add.

Cancel Envelope

Cancel Envelope

Triggers when an envelope is canceled

Envelope Opened

Envelope Opened

Triggers when an envelope is open.

Envelope Signed

Envelope Signed

Triggers when an envelope is signed.

Envelope Reject

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

Send an Envelope using a Template.

Add a Project

Add a Project

Add project in a workspace.

Fetch all  projects

Fetch all projects

Fetches a list of all projects within a specified workspace.

Get Project Details

Get Project Details

Get project details in a workspace.

Update project details

Update project details

Update a project in a workspace.

Create an Issue

Create an Issue

Adds a new issue to a specified project.

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Frequently Asked Questions

How do I start an integration between Signable and Plane.so?

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

Can we customize how data from Signable is recorded in Plane.so?

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

How often does the data sync between Signable and Plane.so?

The data sync between Signable and Plane.so 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 Signable to Plane.so?

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 Signable and Plane.so?

Yes, you can set conditional logic to control the flow of data between Signable and Plane.so. 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

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.

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Plane.so

About Plane.so

Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.

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