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

Automatically do this!
Create Contact
Create Note
Add Contact to Contact List
Update Contact
Update Conversation
List all channels
List all contacts
List all contact lists
List all conversations
List custom attributes
List files
List all inboxes
List all labels
List all templates
List all template folders
List all users
Find Contact
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 contact is created.
Triggers when a contact is modified.
Triggers when a new message is received.
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 contact.
Creates a note in a coversation.
Adds a contact to a contact list.
Updates an existing contact.
Updates an existing conversation.

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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 Superchat accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Superchat (or vice versa).
Absolutely. You can customize how Signwell data is recorded in Superchat. This includes choosing which data fields go into which fields of Superchat, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and Superchat 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 Superchat. 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.
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