Integrations Signaturely White Swan
Signaturely + White Swan

Connect Signaturely and White Swan to Build Intelligent Automations

Choose a Trigger

Signaturely

When this happens...

Choose an Action

White Swan

Automatically do this!

Enable Integrations or automations with these events of Signaturely and White Swan

Enable Integrations or automations with these events of Signaturely and White Swan

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.

Create signing request

Create signing request

Create a signature request from a selected template with a title and optional message; supports test mode.

Request a new Action for Signaturely

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Frequently Asked Questions

How do I start an integration between Signaturely and White Swan?

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

Can we customize how data from Signaturely is recorded in White Swan?

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

How often does the data sync between Signaturely and White Swan?

The data sync between Signaturely and White Swan 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 White Swan?

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 White Swan?

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

About White Swan

White Swan is a brokerage platform that allows businesses to offer any type of life insurance product through an embeddable experience.

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