Enable Integrations or automations with these events of SignDesk and guidecx
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 guidecx accounts to viaSocket. Once connected, you can set up a workflow where an event in SignDesk triggers actions in guidecx (or vice versa).
Absolutely. You can customize how SignDesk data is recorded in guidecx. This includes choosing which data fields go into which fields of guidecx, setting up custom formats, and filtering out unwanted information.
The data sync between SignDesk and guidecx 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 guidecx. 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 MoreGuideCX was created by professionals in a number of industries who were similarly frustrated by the lack of solutions and automation in the ‘sale to implementation’ process.
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