
When this happens...
Document Completed
Document Sent
Document Viewed

Automatically do this!
Create a Order
Get Customer by ID
Update Customer by ID
Get All Vehicles
Delete Orders by Order Number
Get Orders
List Custom Fields
List Capacities
List Customers
List Notification Templates
List Orders
List Plans
List Routes
List Vehicles
List Zone Groups
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document has been completed.
Triggers when a document is sent.
Triggers when a signer view a document for the first time.
Triggers when a new order is created.
Action is the task that follows automatically within your Signwell integrations.
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Creates a new order.
Here you will get costumer details.
Can update customer details.
Here you will get all vehicle details.
The order will be deleted by providing order id.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Signwell and SmartRoutes accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in SmartRoutes (or vice versa).
Absolutely. You can customize how Signwell data is recorded in SmartRoutes. This includes choosing which data fields go into which fields of SmartRoutes, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and SmartRoutes 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 SmartRoutes. 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 is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
Learn MoreSmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.
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