Connect Signwell and EmailOctopus to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Viewed
Choose an Action
Automatically do this!
Get Campaign Summary
Get a Contact
Get All Tags
Get All Contacts
Get a List
Create List Field
Create Tag
Create A List
Create Contact
Update List
Update Tag
Update Contact
Delete List
Delete Tag
Add Tag to Contact
Get List Tags
Get All Contacts of List
Ready to use Signwell and EmailOctopus automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Completed
Triggers when a document has been completed.
Document Sent
Triggers when a document is sent.
Document Viewed
Triggers when a signer view a document for the first time.
Contact Unsubscribes
Triggers when a contact unsubscribes
New Contact
Triggers when a new contact is created
Updated Contact
Triggers when a new contact is updated
Do thisActions
Action is the task that follows automatically within your Signwell integrations.
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.
Get Campaign Summary
Returns details of Campaign Summary.
Get a Contact
Returns a Contact in a List.
Get All Tags
Returns all Tags in a List.
Get All Contacts
Returns all Contacts in a List.
Get a List
Returns a List by ID.
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Frequently Asked Questions
To start, connect both your Signwell and EmailOctopus accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in EmailOctopus (or vice versa).
Absolutely. You can customize how Signwell data is recorded in EmailOctopus. This includes choosing which data fields go into which fields of EmailOctopus, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and EmailOctopus 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 EmailOctopus. 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.
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.
Learn MoreAbout EmailOctopus
EmailOctopus is a cost-effective email marketing tool that helps businesses send email campaigns and automated emails. It integrates easily with existing workflows, supports custom HTML designs, and provides detailed campaign analytics.
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