Connect SignDesk and Appcues to Build Intelligent Automations

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SignDesk

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Appcues

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Flow

New Flow

Retrieve Appcues flows created within the last specified number of minutes.

New Segment

New Segment

Fetch segments created within the specified number of minutes.

New Checklist

New Checklist

Retrieve checklists created within the specified recent time window for the connected Appcues account.

New Banner

New Banner

Retrieve Appcues banners created within the past specified minutes for the connected account.

New Mobile Experiences

New Mobile Experiences

Fetch mobile experiences created in the last 24 hours for the connected Appcues account.

New Pins

New Pins

Retrieve Appcues pins created within the specified recent time window (e.g., last N minutes).

Do thisActions

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

Get request structure

Get request structure

Gets a request structure for a specific form.

Fetch Form Configuration

Fetch Form Configuration

Fetch a specific Form Configuration.

Create CLM Request

Create CLM Request

Creates a CLM request.

Update a Segment

Update a Segment

Update the name and/or description of an existing Appcues segment using its segment ID.

Create Segment

Create Segment

Creates a new segment.

Unpublish a Flow

Unpublish a Flow

Unpublish the selected flow so it is no longer active or visible to users.

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Frequently Asked Questions

How do I start an integration between SignDesk and Appcues?

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

Can we customize how data from SignDesk is recorded in Appcues?

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

How often does the data sync between SignDesk and Appcues?

The data sync between SignDesk and Appcues 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 SignDesk to Appcues?

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 SignDesk and Appcues?

Yes, you can set conditional logic to control the flow of data between SignDesk and Appcues. 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.

SignDesk

About SignDesk

SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.

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Appcues

About Appcues

Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.

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