Connect SignDesk and Chatlease to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SignDesk
Choose an Action
Automatically do this!
Message Chatbot
Create User
Add URLs
Add AI Agent Q/A
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New AI Agent Crawled URLs
Triggered when a new AI agent crawled URLs is added.
New Conversations of AI Agent
Triggered when a new conversations of AI agent is created.
Do thisActions
Action is the task that follows automatically within your SignDesk integrations.
Get request structure
Gets a request structure for a specific form.
Fetch Form Configuration
Fetch a specific Form Configuration.
Create CLM Request
Creates a CLM request.
Message Chatbot
Message your Chatbot and Get a Response
Create User
Create a new user.
Add URLs
Add URLs to AI Agent.
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Frequently Asked Questions
To start, connect both your SignDesk and Chatlease accounts to viaSocket. Once connected, you can set up a workflow where an event in SignDesk triggers actions in Chatlease (or vice versa).
Absolutely. You can customize how SignDesk data is recorded in Chatlease. This includes choosing which data fields go into which fields of Chatlease, setting up custom formats, and filtering out unwanted information.
The data sync between SignDesk and Chatlease 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 Chatlease. 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 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.
Learn MoreAbout Chatlease
Chatlease is an AI-powered platform designed to enhance communication and customer interaction through intelligent chat solutions. It leverages artificial intelligence to provide seamless and efficient chat experiences, making it ideal for businesses looking to improve customer support and engagement.
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