
When this happens...
New Contact
New Workspace
New Label
New User
Update Workspace
Signature Request Activated
Signer Notified
Signature Request Deleted
Signer Link Opened
Signer done
Signer Request Done
Approver Notified
Approver Rejected
Contact Created
Contact Deleted
Signer Declined
Signature Request Declined
Approver Approved
Signature Request Approved
Signature Request Reminder Executed
Signature Request Canceled
Signature Request Expired

Automatically do this!
List All Users
Create Purchase
Create Event
Create Note
Create Time
Create Project
Create Project Subtask
Update Event
Update Purchase
Update Project
Update Note
Update Project Subtask
Update Contact Custom Field
Find Opportunity
Find Supplier
Find Customer
Create Task
Update Task
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new Contact is Created.
Trigger when new workspace is Created.
Trigger when new Label is Created.
Trigger when new User is Created.
Trigger when an Existing workspace is updated.
Triggers when new signature request is activated.
Action is the task that follows automatically within your Yousign integrations.
Creates a New Contact.
Update an Existing Contact.
Creates a New Workspace.
Deletes an Existing Contact.
Update an Existing WorkSpace.
Creates a New Label.

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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 Yousign and karlia accounts to viaSocket. Once connected, you can set up a workflow where an event in Yousign triggers actions in karlia (or vice versa).
Absolutely. You can customize how Yousign data is recorded in karlia. This includes choosing which data fields go into which fields of karlia, setting up custom formats, and filtering out unwanted information.
The data sync between Yousign and karlia 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 Yousign and karlia. 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.
Yousign is an electronic signature solution that enables businesses to securely sign documents online. It offers features for document management, compliance with legal standards, and integration with various platforms. The app streamlines the signing process, improving efficiency and reducing paperwork.
Learn MoreKarlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
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