Connect upsales and Signaturit to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for upsales
Choose an Action
Automatically do this!
Update contact
Delete Contact
Create Group
Rename Group
Delete Group
Get groups
Change User Role
Create Contact
Enable Integrations or automations with these events of upsales and Signaturit
Enable Integrations or automations with these events of upsales and Signaturit
Triggers
Email Delivered
Triggers when an email has been delivered.
Email Processed
Triggers when an email has been processed.
Document Opened
Triggers when a document has been opened.
Document Signed
Triggers when a document has been signed.
Document Completed
Triggers when a document has been completed.
Dcument Declined
Triggers when an document has been declined.
Actions
Update contact
Updates a contact.
Delete Contact
Delete a current contact.
Create Group
Creates a new group.
Rename Group
Rename a group.
Delete Group
This action deletes a group.
Get groups
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Frequently Asked Questions
To start, connect both your upsales and Signaturit accounts to viaSocket. Once connected, you can set up a workflow where an event in upsales triggers actions in Signaturit (or vice versa).
Absolutely. You can customize how upsales data is recorded in Signaturit. This includes choosing which data fields go into which fields of Signaturit, setting up custom formats, and filtering out unwanted information.
The data sync between upsales and Signaturit 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 upsales and Signaturit. 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 upsales
The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.
Learn MoreAbout Signaturit
Signaturit is a leading platform for electronic signature solutions, enabling businesses to securely sign documents online. It provides a seamless way to manage and authenticate digital signatures, ensuring legal compliance.
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