viaSocket

Connect Signwell and Sleekplan to Build Intelligent Automations

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Signwell

When this happens...

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Sleekplan

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Actions and Triggers

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.

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 All Comments

List All Comments

Retrieves the list of all comments.

Create Changelog Update

Create Changelog Update

Create an update

Create Feedback

Create Feedback

Create a new post

Update Feedback

Update Feedback

Update a post

Search User

Search User

Retrieves the list of users based on search query string

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Frequently Asked Questions

How do I start an integration between Signwell and Sleekplan?

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

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

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

How often does the data sync between Signwell and Sleekplan?

The data sync between Signwell and Sleekplan 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 Sleekplan?

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 Sleekplan?

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

About Sleekplan

Sleekplan is a customer feedback management tool that can easily be embedded in any web application. Use the widget to track suggestions, feedback, and bugs and discuss them with your customers. Plus, it' s easy to share a roadmap and keep a changelog.

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