Integrations Signwell CallTrackingMetrics
Signwell + CallTrackingMetrics

Connect Signwell and CallTrackingMetrics to Build Intelligent Automations

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Signwell

When this happens...

Choose an Action

CallTrackingMetrics

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Completed

Document Completed

Triggers when a document has been completed.

Document Sent

Document Sent

Triggers when a document is sent.

Document Viewed

Document Viewed

Triggers when a signer view a document for the first time.

New Call Starts

New Call Starts

Runs when a new call starts.

Call Ends

Call Ends

Runs when a call ends.

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Do thisActions

Action is the task that follows automatically within your Signwell integrations.

Create Document From Template

Create Document From Template

Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.

Create Contact List

Create Contact List

Creates a new contact list.

Send SMS

Send SMS

Sends an SMS message from your account to a specified phone number.

List Tracking Numbers

List Tracking Numbers

Lists tracking numbers with optional filters for number or name.

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Frequently Asked Questions

How do I start an integration between Signwell and CallTrackingMetrics?

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

Can we customize how data from Signwell is recorded in CallTrackingMetrics?

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

How often does the data sync between Signwell and CallTrackingMetrics?

The data sync between Signwell and CallTrackingMetrics 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 Signwell to CallTrackingMetrics?

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 Signwell and CallTrackingMetrics?

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

About Signwell

Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.

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CallTrackingMetrics

About CallTrackingMetrics

Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.

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