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

Automatically do this!
Create Segment
Delete Segment
Delete Contact
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.
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.
Create a named contact segment using provided conditions and optional description to group contacts for targeting and analysis.
Delete a segment by its ID and return a confirmation message.
Removes the contact identified by the given Contact ID from Highperformr.

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To start, connect both your Signwell and Highperformr Ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Highperformr Ai (or vice versa).
Absolutely. You can customize how Signwell data is recorded in Highperformr Ai. This includes choosing which data fields go into which fields of Highperformr Ai, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and Highperformr Ai 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 Highperformr Ai. 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 MoreHighperformr Ai is a cutting-edge platform designed to enhance business performance through advanced AI tools. It offers solutions for optimizing workflows, improving decision-making, and driving innovation across various industries.
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