Connect Yousign and Way We Do 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!
Add a New User
Complete a Checklist Step
Add a Checklist Comment
Start Checklist Instance
Find a Checklist by Title
Find a Checklist Instance by ID
Find a Checklist Instance by Title
Find a Checklist Step by ID
Find a Procedure by Title
Find a Procedure or Checklist by ID
Find a User
Find a Checklist Step by Title
Add Collaborators
List Checklist Instance Comments
List Checklist Instances
List Collaborator Invites
Get Company
List All Company Roles
List Completed Checklist Steps
List Procedure Acceptance
List All Procedures
List All Security Roles
List All Time Zones
List All Users
Ready to use Yousign and Way We Do automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Yousign integrations.
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 Way We Do accounts to viaSocket. Once connected, you can set up a workflow where an event in Yousign triggers actions in Way We Do (or vice versa).
Absolutely. You can customize how Yousign data is recorded in Way We Do. This includes choosing which data fields go into which fields of Way We Do, setting up custom formats, and filtering out unwanted information.
The data sync between Yousign and Way We Do 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 Way We Do. 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 Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
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