
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!
Create Asset
Change Order Status
Find or Create Asset
Create a Lead
Create a Order
Create a Client
Find or Create Client
Create a Payment
List Tasks
List Inquiry Statuses
List Inquiry Types
List Inquiries
List Estimates
List Order Statuses
List Orders
List Invoice Statuses
List Invoices
List Warehouses
List Postings
List Assets
List Contacts
List Products
List Services
Get Company Settings
Get Locations
List Employees
Get Company Taxes
List Order/Estimate Types
Get Order/Estimate Custom Fields
Add Invoice Comment
Add Lead Comment
Add Order Comment
Add Task Comment
Changing Order Status
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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 RemOnline accounts to viaSocket. Once connected, you can set up a workflow where an event in Yousign triggers actions in RemOnline (or vice versa).
Absolutely. You can customize how Yousign data is recorded in RemOnline. This includes choosing which data fields go into which fields of RemOnline, setting up custom formats, and filtering out unwanted information.
The data sync between Yousign and RemOnline 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 RemOnline. 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 MoreRemOnline is a versatile, web-based platform designed to optimize and simplify various business operations. It provides powerful tools for managing customer relationships, tracking inventory, and overseeing sales processes, making it an ideal solution for businesses across different industries. Whether you're in retail, service-oriented sectors, or any field that requires efficient operations management, RemOnline offers a seamless approach to improving workflow, boosting productivity, and enhancing customer satisfaction. With its user-friendly interface and comprehensive features, the platform enables businesses to manage tasks more effectively and scale their operations with ease.
Learn More