Connect SignDesk and LionDesk to Build Intelligent Automations

Choose a Trigger

SignDesk

When this happens...

Choose an Action

LionDesk

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created in Liondesk.

Request a new Trigger for SignDesk

Do thisActions

Action is the task that follows automatically within your SignDesk integrations.

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.

Create Contact

Create Contact

Creates a new contact in Liondesk.

Start Campaign

Start Campaign

Start an existing campaign for a contact.

Update Hotness

Update Hotness

Update the hotness of a contact.

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Frequently Asked Questions

How do I start an integration between SignDesk and LionDesk?

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

Can we customize how data from SignDesk is recorded in LionDesk?

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

How often does the data sync between SignDesk and LionDesk?

The data sync between SignDesk and LionDesk 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 LionDesk?

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 LionDesk?

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

About LionDesk

LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.

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