
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

Automatically do this!
Create List Entry
Create Note
Update Record
Update List Entry
Create Task
Delete List Entry
Create Record
List All Objects
List All Lists
List All Workspace Members
List All Notes
List All Tasks
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when an email has been delivered.
Triggers when an email has been processed.
Triggers when a document has been opened.
Triggers when a document has been signed.
Triggers when a document has been completed.
Triggers when an document has been declined.
Action is the task that follows automatically within your Signaturit integrations.
Updates a contact.
Delete a current contact.
Creates a new group.
Rename a group.
This action deletes a group.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Signaturit and Attio accounts to viaSocket. Once connected, you can set up a workflow where an event in Signaturit triggers actions in Attio (or vice versa).
Absolutely. You can customize how Signaturit data is recorded in Attio. This includes choosing which data fields go into which fields of Attio, setting up custom formats, and filtering out unwanted information.
The data sync between Signaturit and Attio 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 Attio. 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.
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 MoreAttio is a modern CRM platform designed to help businesses manage their customer relationships more effectively. It offers a range of features including contact management, collaboration tools, and data analytics to streamline communication and enhance customer engagement.
Learn More