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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Is Created
Runs when new client is created
Client Is Updated
Runs when client is updated
New Invoice Is Created
Runs when New Invoice Is Created
Invoice Updated
Runs when invoice is updated
New Job Is Created
Runs when new job is created
Job Is Closed
Runs when job is closed
Do thisActions
Action is the task that follows automatically within your Signaturely integrations.
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.
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Frequently Asked Questions
To start, connect both your Signaturely and Jobber accounts to viaSocket. Once connected, you can set up a workflow where an event in Signaturely triggers actions in Jobber (or vice versa).
Absolutely. You can customize how Signaturely data is recorded in Jobber. This includes choosing which data fields go into which fields of Jobber, setting up custom formats, and filtering out unwanted information.
The data sync between Signaturely and Jobber 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 Jobber. 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 Jobber
Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
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