Connect Signable and Saleshandy to Build Intelligent Automations

Choose a Trigger

Signable

When this happens...

Choose an Action

Saleshandy

Automatically do this!

Ready to use Signable and Saleshandy automations

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.

Create Prospect/Add Prospect to Sequence OH HOLD

Create Prospect/Add Prospect to Sequence OH HOLD

create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource

Assign Prospect Tag

Assign Prospect Tag

Assign one or more existing or new tags to a prospect identified by email.

Mark Prospect Status

Mark Prospect Status

Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.

Update Prospect Status

Update Prospect Status

Change a prospect's status.

Request a new Action for Signable

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Frequently Asked Questions

How do I start an integration between Signable and Saleshandy?

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).

Can we customize how data from Signable is recorded in Saleshandy?

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.

How often does the data sync between Signable and Saleshandy?

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.

Can I filter or transform data before sending it from Signable to Saleshandy?

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 Saleshandy?

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

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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Saleshandy

About Saleshandy

With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.

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