Connect SignWell to Synchroteam

Both apps 16SignWell 4Synchroteam 12

• Trigger
  Document Completed

  Triggers when a document has been completed.

• Trigger
  Document Sent

  Triggers when a document is sent.

• Trigger
  Document Viewed

  Triggers when a signer views a document for the first time.

• Action
  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
  Create Customer

  Create a new customer

• Action
  Create Equipment

  Create a new equipment

• Action
  Create Job

  Creates a new Job

• Action
  Create Site

  Creates a new site

• Action
  Delete Customer

  Deletes a Synchroteam customer identified by its id, your own reference id, or its name. A deleted customer can be restored in Synchroteam.

• Action
  Delete Equipment

  Deletes a piece of equipment in Synchroteam, identified by its Synchroteam id or your own My ID.

• Action
  Delete Job

  Deletes a job in Synchroteam, identified by its Synchroteam id, job number, or your own reference id.

• Action
  Delete Site

  Deletes a Synchroteam site by its id, your own reference id (myId), or its name.

• Action
  Get or Create Customer

  Finds a Synchroteam customer by exact name (optionally also by your reference id and contact email) and returns it; creates the customer when none matches.

• Action
  Get or Create Job

  Looks up a job by your own reference id (My ID) and returns it; if none exists, creates a new job with that reference.

• Action
  Get or Create Site

  Get or Create a Site

• Action
  List Customers

  Returns all customers, optionally filtered by name, email, active status or last-modified date.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.