Signwell

Documents, Email

Sangam CRM

CRM, Sales

Integrations Signwell Sangam CRM

Create integrations between Signwell and Sangam CRM

Create a lead in Sangam-crm when Document Completed in Signwell

Create an opportunity in Sangam-crm when Document Completed in Signwell

Fetch all available fields in a specific module in Sangam-crm when Document Completed in Signwell

Create a Contact in Sangam-crm when Document Completed in Signwell

Create a Ticket in Sangam-crm when Document Completed in Signwell

Create a Company in Sangam-crm when Document Completed in Signwell

Create a Campaign in Sangam-crm when Document Completed in Signwell

Update a lead in Sangam-crm when Document Completed in Signwell

Insert or Update Data With Linking Module in Sangam-crm when Document Completed in Signwell

List all enabled module in Sangam CRM when Document Completed in Signwell

Actions and Triggers

Triggers

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 Lead

Trigger when new lead is created

New Contact

Trigger when new contact is created

New Opportunity

Triggerv when new opportunity is created

Actions

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 a lead

Creates a new lead in Sangam CRM.

Create an opportunity

Adds a new opportunity Sangam CRM.

Fetch all available fields in a specific module

Fetch all fields available in specific module

Create a Contact

Creates a new contact in Sangam CRM.

Create a Ticket

Creates a new ticket in sangam CRM.

Know More About
Viasocket Integrations

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Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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 More

About Sangam CRM

Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.

Learn More