Connect Signwell and Guidebook to Build Intelligent Automations

Choose a Trigger

Signwell

When this happens...

Choose an Action

Guidebook

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Ready to use Signwell and Guidebook automations

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.

New Guide

New Guide

Trigger when a new guide is created.

New Attendee(s)

New Attendee(s)

Trigger when a new new attendee is created.

New Menu Item

New Menu Item

Trigger when new menu item is created.

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.

Update a Guide

Update a Guide

Update an existing guide

Create a Custom List Item

Create a Custom List Item

Creates a Custom List Item for your Guide.

Create a Custom List

Create a Custom List

Creates a custom list on your guide.

Create Menu Item

Create Menu Item

Menu Items link features in builder and app to guides.

Create Attendees

Create Attendees

This endpoint will create an Attendee that is owned by your Account

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Frequently Asked Questions

How do I start an integration between Signwell and Guidebook?

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

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

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

How often does the data sync between Signwell and Guidebook?

The data sync between Signwell and Guidebook 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 Guidebook?

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 Guidebook?

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

About Guidebook

Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.

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