Integrations Signaturit Sage Sales Management
Signaturit + Sage Sales Management

Connect Signaturit and Sage Sales Management to Build Intelligent Automations

Choose a Trigger

Signaturit

When this happens...

Choose an Action

Sage Sales Management

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Email Delivered

Email Delivered

Triggers when an email has been delivered.

Email Processed

Email Processed

Triggers when an email has been processed.

Document Opened

Document Opened

Triggers when a document has been opened.

Document Signed

Document Signed

Triggers when a document has been signed.

Document Completed

Document Completed

Triggers when a document has been completed.

Dcument Declined

Dcument Declined

Triggers when an document has been declined.

Do thisActions

Action is the task that follows automatically within your Signaturit integrations.

Update contact

Update contact

Updates a contact.

Delete Contact

Delete Contact

Delete a current contact.

Create Group

Create Group

Creates a new group.

Rename Group

Rename Group

Rename a group.

Delete Group

Delete Group

This action deletes a group.

Get groups

Get groups

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Frequently Asked Questions

How do I start an integration between Signaturit and Sage Sales Management?

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

Can we customize how data from Signaturit is recorded in Sage Sales Management?

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

How often does the data sync between Signaturit and Sage Sales Management?

The data sync between Signaturit and Sage Sales Management 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 Signaturit to Sage Sales Management?

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 Signaturit and Sage Sales Management?

Yes, you can set conditional logic to control the flow of data between Signaturit and Sage Sales Management. 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

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.

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Sage Sales Management

About Sage Sales Management

ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.

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