Connect udo and e-sign to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between udo and e-sign?

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

Can we customize how data from udo is recorded in e-sign?

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

How often does the data sync between udo and e-sign?

The data sync between udo and e-sign 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 udo to e-sign?

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 udo and e-sign?

Yes, you can set conditional logic to control the flow of data between udo and e-sign. 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.

udo

About udo

UDO is a sales & marketing automation app that checks customer status, leadscore, and correct address.

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e-sign

About e-sign

Online document signing platform.

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