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

Automatically do this!
Send Coupon by Email
Create Subaccount
Create Directory User
Create a Single Use Session for a coupon
Change Status Directory User
Send Coupon by SMS
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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.
Triggers when a coupon has a new claim
Triggers when a coupon has a new validation
Triggers when a new user appears in a directory
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.
Send a coupon by email
Creates a new subaccount
Creates a new user for a directory
Create a single-use URL for a coupon.
(un)block user to (dis)allow Access to directory

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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 Coupontools accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Coupontools (or vice versa).
Absolutely. You can customize how Signwell data is recorded in Coupontools. This includes choosing which data fields go into which fields of Coupontools, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and Coupontools 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 Coupontools. 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 MoreCoupontools is a powerful platform designed to create, distribute, and track digital coupons and vouchers. It offers businesses an efficient way to engage customers, boost sales, and enhance marketing campaigns through customizable and interactive coupon solutions.
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