Connect Signwell and simple-crm to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Viewed
Choose an Action
Automatically do this!
- Request a new Action for simple-crm
Enable Integrations or automations with these events of Signwell and simple-crm
Enable Integrations or automations with these events of Signwell and simple-crm
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.
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.
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Frequently Asked Questions
To start, connect both your Signwell and simple-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in simple-crm (or vice versa).
Absolutely. You can customize how Signwell data is recorded in simple-crm. This includes choosing which data fields go into which fields of simple-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and simple-crm 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 simple-crm. 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 simple-crm
Simple CRM is a team collaboration tool to unite company data in one place
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