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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document has been completed.
Triggers when a document is sent.
Triggers when a signer view a document for the first time.
Runs when a new lead is created in Breakcold.
Runs when a new list is created.
Runs when a new tag is created.
Action is the task that follows automatically within your Signwell integrations.
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Creates a new lead or updates an existing lead in Breakcold.
Adds a new list to your Breakcold account.
Adds a reminder to a lead in your Breakcold account.
Create a lead note in Breakcold.
Search a lead by email, phone, website, company, or social handle.

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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 Signwell and Breakcold accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Breakcold (or vice versa).
Absolutely. You can customize how Signwell data is recorded in Breakcold. This includes choosing which data fields go into which fields of Breakcold, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and Breakcold 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 Signwell and Breakcold. 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.
Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
Learn MoreAI-native sales CRM that automates lead capture, pipeline movement, and task creation across Email, LinkedIn, WhatsApp, and Telegram. Provides meeting intelligence, enrichment, webhooks and a public REST API (api.breakcold.com) for integrations.
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