
When this happens...

Automatically do this!
Send an Envelope using a Template
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 YCloud integrations.
Send an email to the customers
Get balance from ycloud.
Get all unsubscribers from ycloud.
Get all Voice Records from ycloud.
Get all WhatsApp business accounts from ycloud.
Get all WhatsApp business phone numbers from ycloud.

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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 YCloud and Signable accounts to viaSocket. Once connected, you can set up a workflow where an event in YCloud triggers actions in Signable (or vice versa).
Absolutely. You can customize how YCloud 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 YCloud 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 YCloud 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.
YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.
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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