
When this happens...

Automatically do this!
Send an Envelope using a Template
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a envelope is send.
Triggers when a new contact is add.
Triggers when an envelope is canceled
Triggers when an envelope is open.
Triggers when an envelope is signed.
Triggers when envelope is rejected
Action is the task that follows automatically within your Workiom integrations.
Create new record in a list.
Send an Envelope using a Template.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Workiom and Signable accounts to viaSocket. Once connected, you can set up a workflow where an event in Workiom triggers actions in Signable (or vice versa).
Absolutely. You can customize how Workiom data is recorded in Signable. This includes choosing which data fields go into which fields of Signable, setting up custom formats, and filtering out unwanted information.
The data sync between Workiom and Signable 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 Workiom and Signable. 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.
Workiom is a versatile platform designed to streamline and enhance productivity by offering tools for task management, project collaboration, and workflow automation. It provides users with the ability to customize their workspace, integrate with various applications, and manage projects efficiently.
Learn MoreSignable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.
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