
When this happens...

Automatically do this!
Enable Integrations or automations with these events of SignDesk and birthdaybot
Gets a request structure for a specific form.
Fetch a specific Form Configuration.
Creates a CLM request.

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

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 SignDesk and birthdaybot accounts to viaSocket. Once connected, you can set up a workflow where an event in SignDesk triggers actions in birthdaybot (or vice versa).
Absolutely. You can customize how SignDesk data is recorded in birthdaybot. This includes choosing which data fields go into which fields of birthdaybot, setting up custom formats, and filtering out unwanted information.
The data sync between SignDesk and birthdaybot 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 SignDesk and birthdaybot. 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 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.
Learn MoreBirthdayBot is the app to keep track of office birthdays and anniversaries. BirthdayBot keeps everyone informed about upcoming birthdays. It also ensures all the members of your team get a proper b-day celebration whether they are working in the office or remote!
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