Connect Signable and SigFig to Build Intelligent Automations

Choose a Trigger

Signable

When this happens...

Choose an Action

SigFig

Automatically do this!

Enable Integrations or automations with these events of Signable and SigFig

Enable Integrations or automations with these events of Signable and SigFig

Triggers

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

Actions

Send an Envelope using a Template

Send an Envelope using a Template

Send an Envelope using a Template.

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Frequently Asked Questions

How do I start an integration between Signable and SigFig?

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

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

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

How often does the data sync between Signable and SigFig?

The data sync between Signable and SigFig 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 SigFig?

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 SigFig?

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

About SigFig

SigFig is a digital wealth management platform that provides investment advisory services. It offers portfolio management, financial planning, and investment tracking tools to help users optimize their investment strategies and achieve their financial goals.

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