
When this happens...

Automatically do this!
Create Contact
Update a Contact
Create a Channel
Enable Integrations or automations with these events of SignDesk and Dialpad
Gets a request structure for a specific form.
Fetch a specific Form Configuration.
Creates a CLM request.
Creates a new contact in your Dialpad account.
Update a contact in your Dialpad account.
Creates a new channel in your Dialpad account.

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 Dialpad accounts to viaSocket. Once connected, you can set up a workflow where an event in SignDesk triggers actions in Dialpad (or vice versa).
Absolutely. You can customize how SignDesk data is recorded in Dialpad. This includes choosing which data fields go into which fields of Dialpad, setting up custom formats, and filtering out unwanted information.
The data sync between SignDesk and Dialpad 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 Dialpad. 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 MoreDialpad is a modern business communications platform that offers voice, video, and messaging solutions. It is designed to streamline communication and collaboration for businesses of all sizes.
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