Connect Yousign and Search and Save to Build Intelligent Automations
Choose a Trigger
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
Choose an Action
Automatically do this!
- Request a new Action for Search and Save
Enable Integrations or automations with these events of Yousign and Search and Save
Enable Integrations or automations with these events of Yousign and Search and Save
Triggers
New Contact
Trigger when new Contact is Created.
New Workspace
Trigger when new workspace is Created.
New Label
Trigger when new Label is Created.
New User
Trigger when new User is Created.
Update Workspace
Trigger when an Existing workspace is updated.
Signature Request Activated
Triggers when new signature request is activated.
Actions
Create Contact
Creates a New Contact.
Update Contact
Update an Existing Contact.
Create Workspace
Creates a New Workspace.
Delete Contact
Deletes an Existing Contact.
Update WorkSpace
Update an Existing WorkSpace.
Create Label
Creates a New Label.
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Frequently Asked Questions
To start, connect both your Yousign and Search and Save accounts to viaSocket. Once connected, you can set up a workflow where an event in Yousign triggers actions in Search and Save (or vice versa).
Absolutely. You can customize how Yousign data is recorded in Search and Save. This includes choosing which data fields go into which fields of Search and Save, setting up custom formats, and filtering out unwanted information.
The data sync between Yousign and Search and Save 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 Search and Save. 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.
About Yousign
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 MoreAbout Search and Save
The Search & Save system is a Medicare quoting system and CRM for agents use only.
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