
When this happens...
New Organization
New User
New Group
Updated Ticket
New View
New Ticket
New Action on Ticket
Update Organization
New Organization Selected Fields

Automatically do this!
Get request structure
Fetch Form Configuration
Create CLM Request
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new organization is created.
Triggers when a new user is created.
Triggers when a new group is created.
Triggers when an existing ticket is updated.
Triggers when a new view is created.
Trigger when new ticket is created.
Action is the task that follows automatically within your Zendesk Support integrations.
Finds an existing user by query
Finds an existing Agent by query
Finds an existing organization by query
Finds an existing ticket by query.
Find the latest comment on a ticket
Add comment to an existing ticket

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 Zendesk Support and SignDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Zendesk Support triggers actions in SignDesk (or vice versa).
Absolutely. You can customize how Zendesk Support data is recorded in SignDesk. This includes choosing which data fields go into which fields of SignDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Zendesk Support and SignDesk 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 Zendesk Support and SignDesk. 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.
Zendesk Support is a customer service platform designed to create better customer relationships. It lets businesses offer support, scale with self-service options, and differentiate with proactive engagement.
Learn MoreSignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.
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