Connect Signwell and NetHunt CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Viewed
Choose an Action
Automatically do this!
Create Record
Update Record
Delete Record
Create Comment
Find Record
Link Gmail Thread
Ready to use Signwell and NetHunt CRM 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 Record
Trigger when a new record created.
New Comment
Trigger when new comment is created.
New Call Logs
Trigger when new call logs created.
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 Record
Create a new record
Update Record
Update a record
Delete Record
Delete a record
Create Comment
Create a new record comment
Find Record
Find records by ID or text query
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Frequently Asked Questions
To start, connect both your Signwell and NetHunt CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in NetHunt CRM (or vice versa).
Absolutely. You can customize how Signwell data is recorded in NetHunt CRM. This includes choosing which data fields go into which fields of NetHunt CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and NetHunt CRM 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 NetHunt CRM. 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 NetHunt CRM
NetHunt CRM is a customer relationship management system for Gmail and Google Apps.
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