Integrations Signaturely Bullhorn CRM
Signaturely + Bullhorn CRM

Connect Signaturely and Bullhorn CRM to Build Intelligent Automations

Choose a Trigger

Signaturely

When this happens...

Choose an Action

Bullhorn CRM

Automatically do this!

Enable Integrations or automations with these events of Signaturely and Bullhorn CRM

Enable Integrations or automations with these events of Signaturely and Bullhorn CRM

Actions

Create Folder

Create Folder

This action creates a new folder.

Search Document

Search Document

Search your documents.

Rename Document

Rename Document

This action rename the document.

Delete Document

Delete Document

This action deletes the document.

Create signing request

Create signing request

Create a signature request from a selected template with a title and optional message; supports test mode.

Request a new Action for Signaturely

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Frequently Asked Questions

How do I start an integration between Signaturely and Bullhorn CRM?

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

Can we customize how data from Signaturely is recorded in Bullhorn CRM?

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

How often does the data sync between Signaturely and Bullhorn CRM?

The data sync between Signaturely and Bullhorn CRM 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 Signaturely to Bullhorn CRM?

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 Signaturely and Bullhorn CRM?

Yes, you can set conditional logic to control the flow of data between Signaturely and Bullhorn CRM. 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

About Signaturely

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.

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Bullhorn CRM

About Bullhorn CRM

Bullhorn provides cloud-based CRM solutions for companies in service-based industries. Its data capture and customer insight technology puts the most up-to-date and powerful information at users' fingertips to give them everything they need to win customers and keep them happy.

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