IntegrationsSignaturelyclient diary
Signaturely + client diary

Connect Signaturely and client diary to Build Intelligent Automations

Choose a Trigger

Signaturely

When this happens...

Choose an Action

client diary

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Enable Integrations or automations with these events of Signaturely and client diary

Enable Integrations or automations with these events of Signaturely and client diary

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.

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Frequently Asked Questions

How do I start an integration between Signaturely and client diary?

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

Can we customize how data from Signaturely is recorded in client diary?

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

How often does the data sync between Signaturely and client diary?

The data sync between Signaturely and client diary 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 client diary?

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 client diary?

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

About client diary

Client Diary is a booking & business management app to deliver an exceptional client experience with appointments management and drive your business.

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