IntegrationsSignaturelysumoquote
Signaturely + sumoquote

Connect Signaturely and sumoquote to Build Intelligent Automations

Choose a Trigger

Signaturely

When this happens...

Choose an Action

sumoquote

Automatically do this!

Enable Integrations or automations with these events of Signaturely and sumoquote

Enable Integrations or automations with these events of Signaturely and sumoquote

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

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Frequently Asked Questions

How do I start an integration between Signaturely and sumoquote?

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

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

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

How often does the data sync between Signaturely and sumoquote?

The data sync between Signaturely and sumoquote 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 sumoquote?

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 sumoquote?

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

About sumoquote

SumoQuote is a better way to build beautiful proposals so you can win more work.

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