Integrations WhatConverts eSignatures
WhatConverts + eSignatures

Popular WhatConverts + eSignatures flows

Start from a real workflow other teams are already running.

Choose a trigger

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WhatConverts

When this happens...

Choose an action

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eSignatures

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between WhatConverts and eSignatures.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new lead is created

When a new lead is created

Runs the workflow automatically whenever a new lead is created in the account.

When an existing lead is updated

When an existing lead is updated

Runs the workflow automatically whenever any existing lead is updated (does not run when a lead is first created).

New Fully Signed Contract

New Fully Signed Contract

Runs when a contract is fully signed by all parties.

Signer Views Contract

Signer Views Contract

Runs when signer views a contract. Select a contract or signer to filter.

New Contract Sent to Signer

New Contract Sent to Signer

Runs when new contract is sent to a signer.

Request a new Trigger for WhatConverts

Do thisActions

Action is the task that follows automatically within your WhatConverts integrations.

Update Lead

Update Lead

Update an existing lead's contact, status, custom fields, or additional details.

List Accounts

List Accounts

List account details, optionally filtered by date range, sorted, and paginated.

Create Lead

Create Lead

Create a lead with contact, conversion attribution, and custom field details.

List Users

List Users

Retrieve a paginated list of users, optionally filtered by user type and sort order.

List Leads

List Leads

List WhatConverts leads using optional filters, pagination, and selected response fields.

List Profiles

List Profiles

List profiles for an account with optional pagination, date range, and sorting.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations eSignatures
eSignatures + WhatConverts
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About eSignatures

eSignatures.io is a platform that provides electronic signature solutions, enabling users to sign documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to manage contracts and agreements digitally.

Learn more

Frequently Asked Questions

How do I connect WhatConverts and eSignatures?

Sign up for a free viaSocket account, then authorize both your WhatConverts and eSignatures 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between WhatConverts and eSignatures as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from WhatConverts to eSignatures?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach eSignatures. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where WhatConverts triggers actions in eSignatures, and a separate workflow where eSignatures triggers actions in WhatConverts. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between WhatConverts and eSignatures. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire WhatConverts and eSignatures integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.