Enable Integrations or automations with these events of SignDesk and client diary
Gets a request structure for a specific form.
Fetch a specific Form Configuration.
Creates a CLM request.
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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 client diary accounts to viaSocket. Once connected, you can set up a workflow where an event in SignDesk triggers actions in client diary (or vice versa).
Absolutely. You can customize how SignDesk data is recorded in client diary. This includes choosing which data fields go into which fields of client diary, setting up custom formats, and filtering out unwanted information.
The data sync between SignDesk and client diary 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 client diary. 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 MoreClient Diary is a booking & business management app to deliver an exceptional client experience with appointments management and drive your business.
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