IntegrationsSignableRaynet CRM
Signable + Raynet CRM

Connect Signable and Raynet CRM to Build Intelligent Automations

Choose a Trigger

Signable

When this happens...

Choose an Action

Raynet CRM

Automatically do this!

Use the Built-in Integrations

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.

Modifying Call

Modifying Call

Modifying call data

Modifying Event

Modifying Event

Modifying event data

Modifying Letter

Modifying Letter

Modifying letter data

Modifying Task

Modifying Task

Modifying task data

Modifying Deal

Modifying Deal

Modifying deal data

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Frequently Asked Questions

How do I start an integration between Signable and Raynet CRM?

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

Can we customize how data from Signable is recorded in Raynet CRM?

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

How often does the data sync between Signable and Raynet CRM?

The data sync between Signable and Raynet CRM 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 Raynet CRM?

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 Raynet CRM?

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

About Raynet CRM

Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.

Learn More