Connect Squad and esign genie to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Squad and esign genie?

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

Can we customize how data from Squad is recorded in esign genie?

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

How often does the data sync between Squad and esign genie?

The data sync between Squad and esign genie 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 Squad to esign genie?

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 Squad and esign genie?

Yes, you can set conditional logic to control the flow of data between Squad and esign genie. 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.

Squad

About Squad

Squad is an innovative platform designed to enhance team collaboration and communication through AI-driven solutions. It offers seamless integration for team chats, project management, and productivity tools, making it an essential resource for modern teams.

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esign genie

About esign genie

eSign Genie is an easy, cost-effective, comprehensive and legally binding end-to-end esignature solution with Templates, Bulk Signing, Online Forms, APIs.

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