Connect webCRM and Signaturely
Integrate webCRM with Signaturely to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Documents in Signaturely when New Activity Is Created in webCRM
Create Signing Request in Signaturely when New Activity Is Created in webCRM
Create Folder in Signaturely when New Delivery in webCRM
Get Documents from Signaturely when New Delivery in webCRM
Get Documents from Signaturely when New Opportunity Created in webCRM
Popular webCRM + Signaturely flows
Start from a real workflow other teams are already running.
Choose a trigger
webCRM
When this happens...
New Activity Is Created
New Delivery
New Document Created
New Opportunity Created
New Organization
New Person Created
New Product Created
New Support Case
Activity Updated
Opportunity Updated
Organisation Updated
Person Is Updated
Product Updated
Support Case Updated
Choose an action
Signaturely
Automatically do this!
Create Folder
Search Documents
Rename Document
Delete Document
Create Signing Request
List Folders
Get Documents
List Templates
Search Documents in Signaturely when New Activity Is Created in webCRM
Use this flowCreate Signing Request in Signaturely when New Activity Is Created in webCRM
Use this flowCreate Folder in Signaturely when New Delivery in webCRM
Use this flowGet Documents from Signaturely when New Delivery in webCRM
Use this flowGet Documents from Signaturely when New Opportunity Created in webCRM
Use this flowSearch Documents in Signaturely when New Product Created in webCRM
Use this flowRename Document in Signaturely when Opportunity Updated in webCRM
Use this flowList Folders in Signaturely when Organisation Updated in webCRM
Use this flowSearch Documents in Signaturely when Person Is Updated in webCRM
Use this flowDelete Document in Signaturely when Person Is Updated in webCRM
Use this flowSupported Triggers & Actions
Everything you can automate between webCRM and Signaturely.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
Do thisActions
Action is the task that follows automatically within your webCRM integrations.
Create Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
List All Meetings
Retrieves the list of all meetings
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your webCRM and Signaturely accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between webCRM and Signaturely as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Signaturely. No coding required.
Yes. You can set up a workflow where webCRM triggers actions in Signaturely, and a separate workflow where Signaturely triggers actions in webCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between webCRM and Signaturely. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire webCRM and Signaturely integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
