
When this happens...
User Document Delete
User Document Create
User Document Open
User Document Update
User Document Complete
User Template Copy
User Document Field Invite Create
User Document Field Invite Sent
User Document Field Invite Signed
User Document Free Form Cancel
User Document Free Form Create
User Document Field Invite Replace
User Document Field Invite Delete
User Document Free Form Signed
User Document Group Create
User Document Group Update
User Document Group Delete
Document Open
Document Free Form Create
Document Free Form Signed
Document Update
Document Complete
Document Delete
Document Group Open
Document Group Update
Document Group Complete
Document Group Delete
Document Group Invite Create
Document Group Invite Authentication Failed
Document Group Invite Sent
Document Group Invite Signed
Document Group Invite Resend
Document Group Invite Declined
Document Group Invite Cancel
Document Group Freeform Create
Document Group Freeform signed
Document Group Freeform Resend
Document Group Freeform Cancel
Document Group Invite Consent Agreed
Document Group Invite Consent Declined
Document Group Invite Consent Withdrawn
Document Group Email Delivery Failed
Document Field Invite Create
Document Field Invite Sent
Document Field Invite Signed
Document Field Invite Decline
Document Field Invite Resend
Document Field Invite Replace
Document Field Invite Delete
Document Freeform Create
Document Freeform Signed
Document Freeform Resend
Document Freeform Cancel
Document Field Invite Consent Agreed
Document Field Invite Consent Declined
Document Field Invite Consent Withdrawn
Document Field Invite Authentication Failed
Document Field Invite Email Delivery Failed

Automatically do this!
Get all Tasks
List all Users
List all Product Items
List Products
List Commitments
List Invoice Items
List Invoices
List Organizations
List Contacts
List Leads
List Accounts
Get Tasks List
Create Account
Delete Account
Delete Workflow Tasks
Delete Unit
Delete Product Manufacturer
Delete Price ITem List
Delete CRM Relation
Delete Task List
Delete Estimate Contact
Delete Estimate
Delete Invoice Contact
Delete Organization
Delete Portfolio
Delete CRM Source
Delete Contact
Delete CRM Industry
Delete CRM Lead
Delete Transaction
Delete Custom Field
Delete Invoice Item
Delete Bank Account
Delete Calendar
Delete Loss Reason
Delete Customer Payment
Delete Custom Field Option
Delete Task
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a user document delete.
Trigger when user document create.
Trigger when user document open.
Trigger when a user document update.
Trigger when a user document complete.
Trigger when a user template copy.
Action is the task that follows automatically within your SignNow integrations.
This action create New Organization.
This action rename the Organization name.
This action delete an organization.
Convert an existing document into a reusable, named template for future use.
This action download the PDF of a SignNow document.
This action return one-time use URL for anyone to download the document as a PDF.

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 SignNow and Flowlu accounts to viaSocket. Once connected, you can set up a workflow where an event in SignNow triggers actions in Flowlu (or vice versa).
Absolutely. You can customize how SignNow data is recorded in Flowlu. This includes choosing which data fields go into which fields of Flowlu, setting up custom formats, and filtering out unwanted information.
The data sync between SignNow and Flowlu 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 SignNow and Flowlu. 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.
SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
Learn MoreFlowlu is a comprehensive business management software that offers a suite of tools for project management, CRM, invoicing, and team collaboration. It is designed to streamline business processes and enhance productivity.
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