Connect Signwell and SignDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Viewed
Choose an Action
Automatically do this!
Get request structure
Fetch Form Configuration
Create CLM Request
Ready to use Signwell and SignDesk automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Signwell integrations.
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.
Get request structure
Gets a request structure for a specific form.
Fetch Form Configuration
Fetch a specific Form Configuration.
Create CLM Request
Creates a CLM request.
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Frequently Asked Questions
To start, connect both your Signwell and SignDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in SignDesk (or vice versa).
Absolutely. You can customize how Signwell data is recorded in SignDesk. This includes choosing which data fields go into which fields of SignDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and SignDesk 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 SignDesk. 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.
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 MoreAbout SignDesk
SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.
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