Connect Signaturely and Drift to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Signaturely
Choose an Action
Automatically do this!
Update Known Contact
Create or Update Contact From External
Find User by End User Id
Find User by Anonymous Id
Enable Integrations or automations with these events of Signaturely and Drift
Enable Integrations or automations with these events of Signaturely and Drift
Actions
Create Folder
This action creates a new folder.
Search Document
Search your documents.
Rename Document
This action rename the document.
Delete Document
This action deletes the document.
Create signing request
Create a signature request from a selected template with a title and optional message; supports test mode.
Update Known Contact
Updates an existing contact.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Signaturely and Drift accounts to viaSocket. Once connected, you can set up a workflow where an event in Signaturely triggers actions in Drift (or vice versa).
Absolutely. You can customize how Signaturely data is recorded in Drift. This includes choosing which data fields go into which fields of Drift, setting up custom formats, and filtering out unwanted information.
The data sync between Signaturely and Drift 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 Drift. 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.
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.
Learn MoreAbout Drift
Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.
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