
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 Prospect/Add Prospect to Sequence OH HOLD
Assign Prospect Tag
Mark Prospect Status
Update Prospect Status
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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 prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource
Assign one or more existing or new tags to a prospect identified by email.
Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.
Change a prospect's status.

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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 Saleshandy accounts to viaSocket. Once connected, you can set up a workflow where an event in Signable triggers actions in Saleshandy (or vice versa).
Absolutely. You can customize how Signable data is recorded in Saleshandy. This includes choosing which data fields go into which fields of Saleshandy, setting up custom formats, and filtering out unwanted information.
The data sync between Signable and Saleshandy 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 Saleshandy. 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 MoreWith Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
Learn More