SignWell + Autotask Integrations

How to connect SignWell + Autotask

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Supported triggers and actions

What does this mean?

Document Completed
Triggers when a document has been completed.
Trigger
Instant
Document Sent
Triggers when a document is sent.
Trigger
Instant
Document Viewed
Triggers when a signer view a document for the first time.
Trigger
Instant
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Action
Write
New Company
Triggers when a new company is found
Trigger
Instant
New Configuration Item
Triggers when a new configuration item is found.
Trigger
Instant
New Contact
Triggers when a new contact is found.
Trigger
Instant
New Opportunity
Triggers when a new opportunity is found.
Trigger
Scheduled
Autotask
Triggers when a new Project is found.
Scheduled
Trigger
Autotask
Triggers when a new quote is found.
Scheduled
Trigger
Autotask
Triggers when a new Task is found.
Scheduled
Trigger
Autotask
Triggers when a new ticket is found.
Scheduled
Trigger
Autotask
Triggers when a ticket is updated or created.
Scheduled
Trigger
Autotask
Triggers when a new Time Entry is found.
Scheduled
Trigger
Autotask
Triggers when a company is updated.
Instant
Trigger
Autotask
Triggers when a configuration item is updated.
Instant
Trigger
Autotask
Triggers when a contact is updated.
Instant
Trigger
Autotask
Triggers when an opportunity is updated.
Scheduled
Trigger
Autotask
Triggers when a quote is updated.
Scheduled
Trigger
Autotask
Triggers when a ticket is updated.
Scheduled
Trigger
Autotask
Triggers when a Time Entry is updated.
Scheduled
Trigger
Autotask
Creates a company.
Scheduled
Action
Autotask
Creates a contact.
Scheduled
Action
Autotask
Creates a ticket.
Scheduled
Action
Autotask
Creates a ticket note.
Scheduled
Action
Autotask
Creates an opportunity.
Scheduled
Action
Autotask
Creates a quote.
Scheduled
Action
Autotask
Creates a Time Entry.
Scheduled
Action
Autotask
Update a company.
Scheduled
Action
Autotask
Update a contact.
Scheduled
Action
Autotask
Updates an opportunity.
Scheduled
Action
Autotask
Updates a quote.
Scheduled
Action
Autotask
Updates a ticket.
Scheduled
Action
Autotask
Finds a Company.
Scheduled
Action
Autotask
Finds a contact.
Scheduled
Action
Autotask
Finds an opportunity.
Scheduled
Action
Autotask
Finds a quote.
Scheduled
Action
Autotask
Finds a Ticket by Ticket Number.
Scheduled
Action
Autotask
Find a company by company name or ID. Optionally, create one if none are found.
Scheduled
Action

How SignWell + Autotask Integrations Work

Step 1: Authenticate SignWell and Autotask.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.