Connect SignDesk and Doubletick to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SignDesk
Choose an Action
Automatically do this!
Send WhatsApp Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Create a new group
Add a member to a group
Delete a group
Get Customer Details
Add Tag to a Customer
Delete a Template
Assign team member to chat
Unssign team member from a chat
Logout a team member
Get wallet balance
Enable Integrations or automations with these events of SignDesk and Doubletick
Enable Integrations or automations with these events of SignDesk and Doubletick
Actions
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.
Send WhatsApp Message
Send a WhatsApp Message to a Contact
Send WhatsApp Media Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Send a pre-approved whatsapp message template to a contact
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Frequently Asked Questions
To start, connect both your SignDesk and Doubletick accounts to viaSocket. Once connected, you can set up a workflow where an event in SignDesk triggers actions in Doubletick (or vice versa).
Absolutely. You can customize how SignDesk data is recorded in Doubletick. This includes choosing which data fields go into which fields of Doubletick, setting up custom formats, and filtering out unwanted information.
The data sync between SignDesk and Doubletick 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 Doubletick. 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 Doubletick
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
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