Connect Smartlead AI and Yousign to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Unsubscribed
Lead Category Updated
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Workspace
Delete Contact
Update WorkSpace
Create Label
Update Label
Delete Label
Ready to use Smartlead AI and Yousign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Unsubscribed
Triggers when a lead is unsubscribed
Lead Category Updated
Triggers when a lead category is updated
New Contact
Trigger when new Contact is Created.
New Workspace
Trigger when new workspace is Created.
New Label
Trigger when new Label is Created.
New User
Trigger when new User is Created.
Do thisActions
Action is the task that follows automatically within your Smartlead AI integrations.
List all Campaigns
This endpoint fetches all the campaigns in your account
Create Campaign
This endpoint creates a new campaign
Get Campaign By Id
This endpoint fetches a campaign based on its ID
Delete Campaign By Id
This endpoint deletes a campaign based on its ID
List all leads by Campaign ID
This endpoint fetches all the leads in a campaign using the campaign’s ID
Fetch Lead Categories
This endpoint fetches all your categories
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Frequently Asked Questions
To start, connect both your Smartlead AI and Yousign accounts to viaSocket. Once connected, you can set up a workflow where an event in Smartlead AI triggers actions in Yousign (or vice versa).
Absolutely. You can customize how Smartlead AI data is recorded in Yousign. This includes choosing which data fields go into which fields of Yousign, setting up custom formats, and filtering out unwanted information.
The data sync between Smartlead AI and Yousign 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 Smartlead AI and Yousign. 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 Smartlead AI
Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.
Learn MoreAbout Yousign
Yousign is an electronic signature solution that enables businesses to securely sign documents online. It offers features for document management, compliance with legal standards, and integration with various platforms. The app streamlines the signing process, improving efficiency and reducing paperwork.
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