Connect Signwell and You Need a Budget to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Viewed
Choose an Action
Automatically do this!
Get all Categories
Create an Account
Budget to a Category
Create a Transaction
Get all Budgets
Get all Users
Ready to use Signwell and You Need a Budget automations
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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.
Get all Categories
List all existing categories related to a budget.
Create an Account
Creates a new account.
Budget to a Category
Budget to a category in the current month.
Create a Transaction
Creates a new Trasaction.
Get all Budgets
Get an all existing budgets.
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Frequently Asked Questions
To start, connect both your Signwell and You Need a Budget accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in You Need a Budget (or vice versa).
Absolutely. You can customize how Signwell data is recorded in You Need a Budget. This includes choosing which data fields go into which fields of You Need a Budget, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and You Need a Budget 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 You Need a Budget. 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 You Need a Budget
Manage your finances effectively with You Need A Budget. This tool helps you allocate every dollar you earn towards expenses, savings, and debts, ensuring you stay on top of your financial goals.
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