Connect Signwell and Freshdesk to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Viewed
Choose an Action
Automatically do this!
Create a Contact
Create a Company
Create Forum Category
Create a Forum
Create a Forum Topic
Add Notes to a Tickets
Find a Contact by Email
Find Ticket by Id
Create a Ticket
Update Ticket
Ready to use Signwell and Freshdesk automations
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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.
New Ticket
Trigger when a new ticket created.
New Contact
Trigger when a new contect is cteated.
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.
Create a Contact
Creates a new contact
Create a Company
Creates a new company
Create Forum Category
Create a new forum category
Create a Forum
Creates a new forum.
Create a Forum Topic
Creates a new forum topic
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Frequently Asked Questions
To start, connect both your Signwell and Freshdesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Freshdesk (or vice versa).
Absolutely. You can customize how Signwell data is recorded in Freshdesk. This includes choosing which data fields go into which fields of Freshdesk, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and Freshdesk 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 Freshdesk. 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 Freshdesk
Freshdesk is a cloud-based customer service software that provides helpdesk support with all smart automations to get things done faster. It offers ticketing, automation, reporting, and collaboration features to streamline support processes and improve customer engagement.
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