Signwell

Documents, Email

Zendesk Sell

Sales & CRM

Integrations Signwell Zendesk Sell

Create integrations between Signwell and Zendesk Sell

Update a Company in Zendesk-sell when Document Completed in Signwell

Stop Sequence Enrollment in Zendesk-sell when Document Completed in Signwell

Create product in a Catalog in Zendesk-sell when Document Completed in Signwell

Find a Task in Zendesk-sell when Document Completed in Signwell

Find a Person in Zendesk-sell when Document Completed in Signwell

Find a Lead in Zendesk-sell when Document Completed in Signwell

Find a Contact in Zendesk-sell when Document Completed in Signwell

Find a Deal Stage in Zendesk-sell when Document Completed in Signwell

Find a User in Zendesk-sell when Document Completed in Signwell

Find a Product in Catalog in Zendesk-sell when Document Completed in Signwell

Actions and Triggers

Triggers

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 Task

Triggers when a new task is created

New Note

Triggers when a new note is created

New Lead

Triggers when a new lead is created

Actions

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 Company

Update a company by its ID

Stop Sequence Enrollment

Stops the existing sequence enrollment.

Create product in a Catalog

Creates a product in a catalog

Find a Task

Find a task by task id

Find a Person

Find a person by person ID.

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

Know more

5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

Know more

How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

Know more

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Learn More

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

Learn More

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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 More

About Zendesk Sell

Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.

Learn More