Full list

Supported Triggers & Actions

Everything you can automate between Signwell and SiteSpeakAI.

When this happensTriggers

A trigger is an event that starts a workflow.

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.

When a new lead is captured

When a new lead is captured

Runs the workflow automatically whenever the embeddable AI agent on your website captures a new lead.

When a new message is added to any conversation

When a new message is added to any conversation

Runs the workflow automatically whenever a new message is added to any conversation.

Request a new Trigger for Signwell

Do thisActions

Action is the task that follows automatically within your Signwell integrations.

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.

List Chatbots

List Chatbots

Retrieve the AI chatbots configured for your site so you can view or select them.

Ask the Chatbot

Ask the Chatbot

Send a question or message to the website AI chatbot—optionally continue a conversation—and receive a reply in the chosen format.

View Conversation History

View Conversation History

Retrieve a chatbot's conversations and messages, with filters for conversation ID, result limit, sort order, and options to include sources or deleted messages.

List Leads

List Leads

List leads captured by your SiteSpeak AI chatbot.

Create Suggested Answer

Create Suggested Answer

Create a suggested answer the AI agent will use for a specific question.

Request a new Action for Signwell
How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Signwell
Signwell + SiteSpeakAI
Signwell logo

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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Integrations SiteSpeakAI
SiteSpeakAI + Signwell
SiteSpeakAI logo

About SiteSpeakAI

Sitespeak.ai (SiteSpeakAI) provides an embeddable AI agent for websites that’s trained on your site, docs, PDFs, and videos to answer questions, capture leads, book meetings, look up orders, and hand off to humans when needed. It supports 95+ languages, offers deep customization and analytics, and integrates with popular tools (e.g., WhatsApp, HubSpot, Slack, Shopify, WordPress, and Zapier) so the agent can automate real actions—not just replies.

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Frequently Asked Questions

How do I connect Signwell and SiteSpeakAI?

Sign up for a free viaSocket account, then authorize both your Signwell and SiteSpeakAI accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Signwell and SiteSpeakAI as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Signwell to SiteSpeakAI?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach SiteSpeakAI. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Signwell triggers actions in SiteSpeakAI, and a separate workflow where SiteSpeakAI triggers actions in Signwell. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Signwell and SiteSpeakAI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Signwell and SiteSpeakAI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.