Connect snapADDY and Signwell to Build Intelligent Automations

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snapADDY

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Signwell

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Get new contacts

Get new contacts

Retrieve contacts added to a specified contact list since the last run, returning the newest first.

Document Completed

Document Completed

Triggers when a document has been completed.

Document Sent

Document Sent

Triggers when a document is sent.

Document Viewed

Document Viewed

Triggers when a signer view a document for the first time.

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Do thisActions

Action is the task that follows automatically within your snapADDY integrations.

Create Contact Item

Create Contact Item

Add a new contact to a selected snapADDY contact list with personal, company, contact details, optional images, and custom fields.

Update contact

Update contact

Update an existing contact in the selected SnapADDY contact list.

Retrieve contacts from contact list

Retrieve contacts from contact list

Get all contacts in a contact list and optionally return only the fields you select.

Create Document From Template

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.

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Frequently Asked Questions

How do I start an integration between snapADDY and Signwell?

To start, connect both your snapADDY and Signwell accounts to viaSocket. Once connected, you can set up a workflow where an event in snapADDY triggers actions in Signwell (or vice versa).

Can we customize how data from snapADDY is recorded in Signwell?

Absolutely. You can customize how snapADDY data is recorded in Signwell. This includes choosing which data fields go into which fields of Signwell, setting up custom formats, and filtering out unwanted information.

How often does the data sync between snapADDY and Signwell?

The data sync between snapADDY and Signwell typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from snapADDY to Signwell?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between snapADDY and Signwell?

Yes, you can set conditional logic to control the flow of data between snapADDY and Signwell. 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.

snapADDY

About snapADDY

snapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.

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Signwell

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.

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