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SignWell + SmartSuite

Update SmartSuite records each time a document is completed in SignWell

Boost your workflow efficiency with this integration between SignWell and SmartSuite. Once a document is finalized in SignWell, it instantly updates a record in SmartSuite. This seamless operation helps you eliminate manual data entry, ensuring your records stay up-to-date in real-time. Enjoy a streamlined workflow and focus more on tasks that demand your attention.

Boost your workflow efficiency with this integration between SignWell and SmartSuite. Once a document is finalized in SignWell, it instantly updates a record in SmartSuite. This seamless operation helps you eliminate manual data entry, ensuring your records stay up-to-date in real-time. Enjoy a streamlined workflow and focus more on tasks that demand your attention.

  1. When this happens...
    SignWellSignWell
    Document Completed

    Triggers when a document has been completed.

    TriggerInstant
  2. automatically do this!
    SmartSuiteSmartSuite
    Update Record

    Triggers when record is updated.

    ActionWrite
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Supported triggers and actions

    • Template

    • Response Format

    Trigger
    Instant
    Try It

    • Document TemplateRequired

    • Test Mode

    • From

    • CC Completed Document

    • Subject

    • Message

    • Response Format

    Action
    Write

    • SolutionRequired

    • TableRequired

    Trigger
    Instant
    Try It

    • SolutionRequired

    Action
    Write
signwell logo
signwell logo

About SignWell

SignWell is an electronic signature tool for legally binding e-signatures and faster document signing.
Learn more

Related categories

  • Signatures
smartsuite logo
smartsuite logo

About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

Related categories

  • Productivity