Connect Signwell and SmartSuite to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Viewed
Choose an Action
Automatically do this!
Update a Record
Find Many Records
List All Teams
List Comments
List Tables
List Solutions
List Members
Ready to use Signwell and SmartSuite 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.
Update a Record
Updates an existing record in SmartSuite.
Find Many Records
Find multiple records by field match or SmartSuite search syntax.
List All Teams
list all the teams
List Comments
List all Comments
List Tables
Lists all Tables
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Frequently Asked Questions
To start, connect both your Signwell and SmartSuite accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in SmartSuite (or vice versa).
Absolutely. You can customize how Signwell data is recorded in SmartSuite. This includes choosing which data fields go into which fields of SmartSuite, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and SmartSuite 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 SmartSuite. 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 SmartSuite
SmartSuite is a comprehensive platform designed to streamline business processes and enhance productivity. It offers a suite of tools for project management, collaboration, and workflow automation, making it an ideal solution for businesses looking to optimize their operations.
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