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

Automatically do this!
Add Tag to Subscriber
Remove Tag From Subscriber
Subscribe to Campaign
Trigger Event
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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 new subscriber is added to Drip.
Triggers when a new tag is applied to a subscriber.
Triggers when a tag is removed from a subscriber.
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.
Adds a tag to a subscriber.
Removes a tag from a subscriber.
Subscribes someone to a campaign.
Creates an event for a subscriber (e.g. "Signed up for a trial").

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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 Drip accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Drip (or vice versa).
Absolutely. You can customize how Signwell data is recorded in Drip. This includes choosing which data fields go into which fields of Drip, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and Drip 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 Drip. 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 MoreDrip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.
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