Integrationssnapsigndeskdirector
snapsign + deskdirector

Connect snapsign and deskdirector to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between snapsign and deskdirector?

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

Can we customize how data from snapsign is recorded in deskdirector?

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

How often does the data sync between snapsign and deskdirector?

The data sync between snapsign and deskdirector 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 snapsign to deskdirector?

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 snapsign and deskdirector?

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

snapsign

About snapsign

SnapSign is an electronic signature tool that allows you to send, sign and manage documents electronically.

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deskdirector

About deskdirector

DeskDirector provides top customer success platform for MSPs that provides customizable client and tech portals, centralized communication, smart tickets, automations and more.

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