viaSocket

Connect Signwell and saleslens to Build Intelligent Automations

Choose a Trigger

Signwell

When this happens...

Choose an Action

saleslens

Automatically do this!

Enable Integrations or automations with these events of Signwell and saleslens

Enable Integrations or automations with these events of Signwell and saleslens

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 saleslens?

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

Can we customize how data from Signwell is recorded in saleslens?

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

How often does the data sync between Signwell and saleslens?

The data sync between Signwell and saleslens 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 saleslens?

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 saleslens?

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

About saleslens

SalesLens is an AI platform for real-time call quality scorecards..

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