Connect Signwell and Iterate to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Viewed
Choose an Action
Automatically do this!
Add User to Survey
List Surveys
Get Survey Responses
Get Survey Stats
Search User
Anonymize User
Ready to use Signwell and Iterate automations
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.
Survey Question Answered
Runs when question answered
Survey Completed
Runs when survey completed
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.
Add User to Survey
Add user to a survey
List Surveys
Show all survey forms
Get Survey Responses
Retrieve responses for a survey
Get Survey Stats
Get survey response statistics
Search User
Find user by email/ID/property
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Frequently Asked Questions
To start, connect both your Signwell and Iterate accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Iterate (or vice versa).
Absolutely. You can customize how Signwell data is recorded in Iterate. This includes choosing which data fields go into which fields of Iterate, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and Iterate 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 Iterate. 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 Iterate
Iterate helps teams collect customer feedback and insights through targeted surveys and forms.
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