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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is added.
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.
List Customers
Get details of all customers.
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Frequently Asked Questions
To start, connect both your Signaturely and LiveAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in Signaturely triggers actions in LiveAgent (or vice versa).
Absolutely. You can customize how Signaturely data is recorded in LiveAgent. This includes choosing which data fields go into which fields of LiveAgent, setting up custom formats, and filtering out unwanted information.
The data sync between Signaturely and LiveAgent 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 LiveAgent. 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 LiveAgent
LiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.
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