Connect Workiom and Signwell to Build Intelligent Automations

Choose a Trigger

Workiom

When this happens...

Choose an Action

Signwell

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Completed

Document Completed

Triggers when a document has been completed.

Document Sent

Document Sent

Triggers when a document is sent.

Document Viewed

Document Viewed

Triggers when a signer view a document for the first time.

Request a new Trigger for Workiom

Do thisActions

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

Create Record

Create Record

Create new record in a list.

Create Document From Template

Create Document From Template

Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.

Request a new Action for Workiom

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Frequently Asked Questions

How do I start an integration between Workiom and Signwell?

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

Can we customize how data from Workiom is recorded in Signwell?

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

How often does the data sync between Workiom and Signwell?

The data sync between Workiom and Signwell 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 Workiom to Signwell?

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 Workiom and Signwell?

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

About Workiom

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.

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Signwell

About Signwell

Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.

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