Connect umsatzio and Signaturely to Build Intelligent Automations

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umsatzio

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Choose an Action

Signaturely

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Enable Integrations or automations with these events of umsatzio and Signaturely

Enable Integrations or automations with these events of umsatzio and Signaturely

Actions

Create Folder

Create Folder

This action creates a new folder.

Search Document

Search Document

Search your documents.

Rename Document

Rename Document

This action rename the document.

Delete Document

Delete Document

This action deletes the document.

Create signing request

Create signing request

Create a signature request from a selected template with a title and optional message; supports test mode.

Request a new Action for umsatzio

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Frequently Asked Questions

How do I start an integration between umsatzio and Signaturely?

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

Can we customize how data from umsatzio is recorded in Signaturely?

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

How often does the data sync between umsatzio and Signaturely?

The data sync between umsatzio and Signaturely 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 umsatzio to Signaturely?

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 umsatzio and Signaturely?

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

umsatzio

About umsatzio

umsatz.io is a CRM system that helps businesses to make more sales.

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Signaturely

About Signaturely

Signaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.

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