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

Automatically do this!
Create or Update Scheduled Payment
Add a Source to a Payer
Create or Update Payer
Add a Subscription
Find a Subscription
Create Realtime Payment
Find an Event
Find Payer
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.
Triggered when a new payer created in Pinch Payments.
Triggered when a new subscription is created in Pinch Payments.
Triggered when a new payment is created in Pinch Payments.
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 or update a scheduled payment for a payer.
Add a payment source (e.g., bank account or credit card) to a payer.
Create or update a payer in the Pinch Payments system.
Create a subscription between a payer and a plan.
Find a subscription using the Subscription ID.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Signwell and Pinch Payments accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Pinch Payments (or vice versa).
Absolutely. You can customize how Signwell data is recorded in Pinch Payments. This includes choosing which data fields go into which fields of Pinch Payments, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and Pinch Payments 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 Pinch Payments. 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 MorePinch Payments is a PCI Compliant Australian payments platform designed to simplify and automate the process of rent payments and property management. It offers seamless payment processing for standard and recurring invoices, standalone transactions, and subscriptions. With Pinch, tenants and landlords can easily manage and track payments, using automated bank account, direct debit, and credit card options for a smooth experience.
Learn More