Connect SignDesk and workboard to Build Intelligent Automations

Choose a Trigger

SignDesk

When this happens...

Choose an Action

workboard

Automatically do this!

Enable Integrations or automations with these events of SignDesk and workboard

Enable Integrations or automations with these events of SignDesk and workboard

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 workboard?

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

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

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

How often does the data sync between SignDesk and workboard?

The data sync between SignDesk and workboard 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 workboard?

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 workboard?

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

About workboard

Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.

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