Connect Signaturit and Agile CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Email Delivered
Email Processed
Document Opened
Document Signed
Document Completed
Dcument Declined
Email Bounced
Email Deferred
Reminder Email Processed
Reminder Email Delivered
Document Downloaded
Certification Completed
Audit Trail Completed
Document Canceled
Choose an Action
Automatically do this!
List All Contacts
List All Companies
List All Events
List All Deals
List All Campaigns
List All Tracks
List All Tickets Filter
List All Pending Task
Create Contact
Create Company
Create Deal
Add Event
Create Ticket
Create Task
Add to Campaign
Add Note to Contact
Add Score to Contact
Add Tag to Contact
Ready to use Signaturit and Agile CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Email Delivered
Triggers when an email has been delivered.
Email Processed
Triggers when an email has been processed.
Document Opened
Triggers when a document has been opened.
Document Signed
Triggers when a document has been signed.
Document Completed
Triggers when a document has been completed.
Dcument Declined
Triggers when an document has been declined.
Do thisActions
Action is the task that follows automatically within your Signaturit integrations.
Update contact
Updates a contact.
Delete Contact
Delete a current contact.
Create Group
Creates a new group.
Rename Group
Rename a group.
Delete Group
This action deletes a group.
Get groups
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Frequently Asked Questions
To start, connect both your Signaturit and Agile CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Signaturit triggers actions in Agile CRM (or vice versa).
Absolutely. You can customize how Signaturit data is recorded in Agile CRM. This includes choosing which data fields go into which fields of Agile CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Signaturit and Agile CRM 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 Signaturit and Agile CRM. 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 Signaturit
Signaturit is a leading platform for electronic signature solutions, enabling businesses to securely sign documents online. It provides a seamless way to manage and authenticate digital signatures, ensuring legal compliance.
Learn MoreAbout Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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