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When this happensTriggers
A trigger is an event that starts a workflow.
runs when new project is created
Action is the task that follows automatically within your Signaturely integrations.
This action creates a new folder.
Search your documents.
This action rename the document.
This action deletes the document.
Create a signature request from a selected template with a title and optional message; supports test mode.
Create a New Project and also optionally set other information, such as customer info, sales rep info.

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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 Signaturely and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in Signaturely triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how Signaturely data is recorded in ArcSite. This includes choosing which data fields go into which fields of ArcSite, setting up custom formats, and filtering out unwanted information.
The data sync between Signaturely and ArcSite 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 Signaturely and ArcSite. 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.
Signaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.
Learn MoreArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
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