Integrations SignDesk Fresh Proposals
SignDesk + Fresh Proposals

Connect SignDesk and Fresh Proposals to Build Intelligent Automations

Choose a Trigger

SignDesk

When this happens...

Choose an Action

Fresh Proposals

Automatically do this!

Enable Integrations or automations with these events of SignDesk and Fresh Proposals

Enable Integrations or automations with these events of SignDesk and Fresh Proposals

Actions

Get request structure

Get request structure

Gets a request structure for a specific form.

Fetch Form Configuration

Fetch Form Configuration

Fetch a specific Form Configuration.

Create CLM Request

Create CLM Request

Creates a CLM request.

Request a new Action for SignDesk

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Frequently Asked Questions

How do I start an integration between SignDesk and Fresh Proposals?

To start, connect both your SignDesk and Fresh Proposals accounts to viaSocket. Once connected, you can set up a workflow where an event in SignDesk triggers actions in Fresh Proposals (or vice versa).

Can we customize how data from SignDesk is recorded in Fresh Proposals?

Absolutely. You can customize how SignDesk data is recorded in Fresh Proposals. This includes choosing which data fields go into which fields of Fresh Proposals, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SignDesk and Fresh Proposals?

The data sync between SignDesk and Fresh Proposals typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SignDesk to Fresh Proposals?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SignDesk and Fresh Proposals?

Yes, you can set conditional logic to control the flow of data between SignDesk and Fresh Proposals. 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

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.

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Fresh Proposals

About Fresh Proposals

FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal

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