Connect Signaturit and IdeaPlan 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 IdeaPlan
Enable Integrations or automations with these events of Signaturit and IdeaPlan
Enable Integrations or automations with these events of Signaturit and IdeaPlan
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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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Signaturit and IdeaPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in Signaturit triggers actions in IdeaPlan (or vice versa).
Absolutely. You can customize how Signaturit data is recorded in IdeaPlan. This includes choosing which data fields go into which fields of IdeaPlan, setting up custom formats, and filtering out unwanted information.
The data sync between Signaturit and IdeaPlan 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 IdeaPlan. 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 IdeaPlan
IdeaPlan is a comprehensive platform designed to help you capture, organize, and prioritize ideas and feedback from your team and customers. Streamline your product development process and ensure that the best ideas are implemented efficiently.
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