Connect Signwell and Flexmail to Build Intelligent Automations

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Signwell

When this happens...

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Flexmail

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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.

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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

Create Contact

Create a contact

Update Contact

Update Contact

Update a contact using contact id

Subscribe Contact to Interest

Subscribe Contact to Interest

Subscribe a contact to a selected interest.

Find Contact

Find Contact

Finds a contact based on email.

Unsubscribe a Contact

Unsubscribe a Contact

Unsubscribe a contact from your communication. If a contact is unsubscribed, it can only resubscribe via an opt-in.

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Frequently Asked Questions

How do I start an integration between Signwell and Flexmail?

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

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

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

How often does the data sync between Signwell and Flexmail?

The data sync between Signwell and Flexmail 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 Flexmail?

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 Flexmail?

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

About Flexmail

Use Flexmail to keep in touch with subscribers, leads and customers through email marketing. Send better emails through data, powerful targeting and automation.

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