
When this happens...
Document Completed
Document Sent
Document Viewed

Automatically do this!
Create New Contact
Update Contact With ID
Get Contacts
List Team
Update Bot Status
List Channels
List Custom Statuses
List Templates
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 new contact is added
Triggers when a contact is updated
Triggered when a team member is added or removed from a team.
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 Contact
Updates an existing Callbell contact by modifying details like name, tags, assigned team/user, bot status, and custom fields.
Fetch contacts from your Callbell account by retrieving all contacts, looking up a specific contact by UUID, or searching by phone number.
Fetches all Callbell teams or retrieves details for a specific team using its Team UUID.
Starts or stops the Callbell bot for a specific contact to control automated bot replies.

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To start, connect both your Signwell and Callbell accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Callbell (or vice versa).
Absolutely. You can customize how Signwell data is recorded in Callbell. This includes choosing which data fields go into which fields of Callbell, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and Callbell 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 Callbell. 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 MoreCallbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.
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