IntegrationsSignaturelyneoncrm
Signaturely + neoncrm

Connect Signaturely and neoncrm to Build Intelligent Automations

Choose a Trigger

Signaturely

When this happens...

Choose an Action

neoncrm

Automatically do this!

Enable Integrations or automations with these events of Signaturely and neoncrm

Enable Integrations or automations with these events of Signaturely and neoncrm

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.

Request a new Action for Signaturely

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Signaturely and neoncrm?

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

Can we customize how data from Signaturely is recorded in neoncrm?

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

How often does the data sync between Signaturely and neoncrm?

The data sync between Signaturely and neoncrm 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 neoncrm?

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 neoncrm?

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

Learn More
neoncrm

About neoncrm

Neon is a CRM built by and for people who run nonprofits. Our nonprofit solutions grow communities, inspire audiences and scale your impact.

Learn More