
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!
Mark as Finished
Remove Person From Campaign
Create Person and Push to Campaign
Create Person
Add Step to Campaign
List Campaigns
List Campaign Schedules
List Schedules
List Contacts
List Lists
List Templates
List Contact Statistics
List Email Accounts
List Custom Fields
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.
Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).
Removes a person from a specific campaign in an array of campaigns.
Creates a person and immediately adds them to a campaign.
Creates a new person.
Adds a new step to an existing campaign.

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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 Reply accounts to viaSocket. Once connected, you can set up a workflow where an event in Signable triggers actions in Reply (or vice versa).
Absolutely. You can customize how Signable data is recorded in Reply. This includes choosing which data fields go into which fields of Reply, setting up custom formats, and filtering out unwanted information.
The data sync between Signable and Reply 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 Reply. 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 MoreReply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.
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