Connect Signwell and SmartSurvey to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Viewed
Choose an Action
Automatically do this!
Create Contact
Ready to use Signwell and SmartSurvey 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.
New Response
Triggers when a survey has a new response.
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.
Create Contact
Creates a contact within a contact list.
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Frequently Asked Questions
To start, connect both your Signwell and SmartSurvey accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in SmartSurvey (or vice versa).
Absolutely. You can customize how Signwell data is recorded in SmartSurvey. This includes choosing which data fields go into which fields of SmartSurvey, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and SmartSurvey 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 SmartSurvey. 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 SmartSurvey
SmartSurvey is an online survey tool that allows users to create, distribute, and analyze surveys easily. It provides a range of templates and customization options to gather valuable insights and feedback from respondents.
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