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

Automatically do this!
List All Campaigns
List All Donations
List All Exercise logs
List All Interaction Categories
List All Interactions
List All Orders
List All Posts
List All Promo Codes
List All Segments
List All Subscriptions
List All Tags
List All Users
Add a Tag
Add an Interaction
Create Offline Donation
Remove a tag
Create or Update Person
Find User
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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.
Triggers when a new fundraising campaign is created.
Triggers when a profile is created within a fundraising campaign.
Triggers when a fundraising profile is changed, receives a donation, or logs exercise activity.
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.
Retrieve the list of all campaigns
Retrieve the list of all donations
Retrieve the list of all exercise logs
Retrieve the list of all interaction categories
Retrieve the list of all interactions

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 Raisely accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Raisely (or vice versa).
Absolutely. You can customize how Signwell data is recorded in Raisely. This includes choosing which data fields go into which fields of Raisely, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and Raisely 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 Raisely. 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 MoreRaisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.
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