Connect Tess and Signable to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Tess
Choose an Action
Automatically do this!
Send an Envelope using a Template
Ready to use Tess and Signable automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Send Envelope
Triggers when a envelope is send.
Add Contact
Triggers when a new contact is add.
Cancel Envelope
Triggers when an envelope is canceled
Envelope Opened
Triggers when an envelope is open.
Envelope Signed
Triggers when an envelope is signed.
Envelope Reject
Triggers when envelope is rejected
Do thisActions
Action is the task that follows automatically within your Tess integrations.
Search Agents Details
Searches for agents and returns a list of matching agents with their key details.
Execute Agent
Runs the Tess assistant and returns the content it creates.
Send an Envelope using a Template
Send an Envelope using a Template.
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Frequently Asked Questions
To start, connect both your Tess and Signable accounts to viaSocket. Once connected, you can set up a workflow where an event in Tess triggers actions in Signable (or vice versa).
Absolutely. You can customize how Tess data is recorded in Signable. This includes choosing which data fields go into which fields of Signable, setting up custom formats, and filtering out unwanted information.
The data sync between Tess and Signable 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 Tess and Signable. 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 Tess
Tess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.
Learn MoreAbout Signable
Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.
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