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Signable

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Salesmate

Integrations SignableSalesmate

Create integrations between Signable and Salesmate

whenSend Envelope
Add Note

Add Note in Salesmate when Send Envelope via Signable

whenSend Envelope
Create Activity

Create Activity in Salesmate when Send Envelope via Signable

whenSend Envelope
Create Company

Create Company in Salesmate when Send Envelope via Signable

whenSend Envelope
Search User

Search User in Salesmate when Send Envelope via Signable

whenSend Envelope
Create Contact

Create Contact in Salesmate when Send Envelope via Signable

whenSend Envelope
Create Deal

Create Deal in Salesmate when Send Envelope via Signable

whenSend Envelope
Update Activity

Update Activity in Salesmate when Send Envelope via Signable

whenSend Envelope
Update Company

Update Company in Salesmate when Send Envelope via Signable

whenSend Envelope
Update Contact

Update Contact in Salesmate when Send Envelope via Signable

whenSend Envelope
Update Deal

Update Deal in Salesmate when Send Envelope via Signable

Actions and Triggers

When this happensTriggers

Signable

Send Envelope

Triggers when a envelope is send.

Signable

Add Contact

Triggers when a new contact is add.

Signable

Cancel Envelope

Triggers when an envelope is canceled

Signable

Envelope Opened

Triggers when an envelope is open.

Signable

Envelope Signed

Triggers when an envelope is signed.

Signable

Envelope Reject

Triggers when envelope is rejected

Do thisActions

Signable

Send an Envelope using a Template

Send an Envelope using a Template.

Signable

Add Note

Adds Note based on previous step.

Signable

Create Activity

Creates a new Activity, probably with input from previous steps.

Signable

Create Company

Creates a new Company, probably with input from previous steps.

Signable

Search User

Find an User based on different fields.

Signable

Create Contact

Creates a new Contact, probably with input from previous steps.

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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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.

DocumentsFile Management and Storage
Learn More
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About Salesmate

Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.

CRMSales and CRM
Learn More
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