Connect Signaturit and Finaeo 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!
- Request a new Action for Finaeo
Enable Integrations or automations with these events of Signaturit and Finaeo
Enable Integrations or automations with these events of Signaturit and Finaeo
Triggers
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.
Actions
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 Finaeo accounts to viaSocket. Once connected, you can set up a workflow where an event in Signaturit triggers actions in Finaeo (or vice versa).
Absolutely. You can customize how Signaturit data is recorded in Finaeo. This includes choosing which data fields go into which fields of Finaeo, setting up custom formats, and filtering out unwanted information.
The data sync between Signaturit and Finaeo 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 Finaeo. 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 Finaeo
Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.
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