
When this happens...

Automatically do this!
Create Record
Enable Integrations or automations with these events of SignDesk and Workiom
Gets a request structure for a specific form.
Fetch a specific Form Configuration.
Creates a CLM request.
Create new record in a list.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Workiom accounts to viaSocket. Once connected, you can set up a workflow where an event in SignDesk triggers actions in Workiom (or vice versa).
Absolutely. You can customize how SignDesk data is recorded in Workiom. This includes choosing which data fields go into which fields of Workiom, setting up custom formats, and filtering out unwanted information.
The data sync between SignDesk and Workiom 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 Workiom. 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 MoreWorkiom is a versatile platform designed to streamline and enhance productivity by offering tools for task management, project collaboration, and workflow automation. It provides users with the ability to customize their workspace, integrate with various applications, and manage projects efficiently.
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