IntegrationsSignwellRocket Referrals
Signwell + Rocket Referrals

Connect Signwell and Rocket Referrals to Build Intelligent Automations

Choose a Trigger

Signwell

When this happens...

Choose an Action

Rocket Referrals

Automatically do this!

Enable Integrations or automations with these events of Signwell and Rocket Referrals

Enable Integrations or automations with these events of Signwell and Rocket Referrals

Triggers

Document Completed

Document Completed

Triggers when a document has been completed.

Document Sent

Document Sent

Triggers when a document is sent.

Document Viewed

Document Viewed

Triggers when a signer view a document for the first time.

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Actions

Create Document From Template

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.

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Frequently Asked Questions

How do I start an integration between Signwell and Rocket Referrals?

To start, connect both your Signwell and Rocket Referrals accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Rocket Referrals (or vice versa).

Can we customize how data from Signwell is recorded in Rocket Referrals?

Absolutely. You can customize how Signwell data is recorded in Rocket Referrals. This includes choosing which data fields go into which fields of Rocket Referrals, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Signwell and Rocket Referrals?

The data sync between Signwell and Rocket Referrals typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Signwell to Rocket Referrals?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Signwell and Rocket Referrals?

Yes, you can set conditional logic to control the flow of data between Signwell and Rocket Referrals. 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

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.

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Rocket Referrals

About Rocket Referrals

Rocket Referrals is designed to get clients to stay longer, buy more and refer their friends. You'll see results in under 48 hours.

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