IntegrationsSignDeskHL Pro Tools
SignDesk + HL Pro Tools

Connect SignDesk and HL Pro Tools to Build Intelligent Automations

Choose a Trigger

SignDesk

When this happens...

Choose an Action

HL Pro Tools

Automatically do this!

Enable Integrations or automations with these events of SignDesk and HL Pro Tools

Enable Integrations or automations with these events of SignDesk and HL Pro Tools

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 HL Pro Tools?

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

Can we customize how data from SignDesk is recorded in HL Pro Tools?

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

How often does the data sync between SignDesk and HL Pro Tools?

The data sync between SignDesk and HL Pro Tools 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 HL Pro Tools?

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 HL Pro Tools?

Yes, you can set conditional logic to control the flow of data between SignDesk and HL Pro Tools. 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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HL Pro Tools

About HL Pro Tools

HL Pro Tools helps you take full advantage of HighLevel with advanced automations to make your life and agency easier.

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