Connect 8x8 and Clicksign to Build Intelligent Automations

Choose a Trigger

8x8

When this happens...

Choose an Action

Clicksign

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New SMS Event

New SMS Event

Trigger's when any sms event occur.

Document Cancelled

Document Cancelled

Triggered when a document is manually cancelled.

New Signer

New Signer

Triggered when a new signer is added to a document.

New Document

New Document

Triggers when new document is uploaded in the clicksign.

Document Finalized

Document Finalized

Triggers when a document is manually finalized.

Signer Removed

Signer Removed

Triggers when a signers are removed from a document.

Do thisActions

Action is the task that follows automatically within your 8x8 integrations.

Send SMS

Send SMS

Send a sms.

Create Document

Create Document

Request for creating documents at Clicksign via template.

Duplicate Document

Duplicate Document

Duplicate a document that has already been finalized at Clicksign.

List Templates

List Templates

Get list of all templates of clicksign.

Delete Document

Delete Document

Delete a document that has already been finalized or canceled at Clicksign. The result is permanent removal of the document from the account.

Delete Signatory

Delete Signatory

Permanently delete a signatory.

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Frequently Asked Questions

How do I start an integration between 8x8 and Clicksign?

To start, connect both your 8x8 and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in 8x8 triggers actions in Clicksign (or vice versa).

Can we customize how data from 8x8 is recorded in Clicksign?

Absolutely. You can customize how 8x8 data is recorded in Clicksign. This includes choosing which data fields go into which fields of Clicksign, setting up custom formats, and filtering out unwanted information.

How often does the data sync between 8x8 and Clicksign?

The data sync between 8x8 and Clicksign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from 8x8 to Clicksign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between 8x8 and Clicksign?

Yes, you can set conditional logic to control the flow of data between 8x8 and Clicksign. 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.

8x8

About 8x8

8x8’s integrated communications platform as a service(CPaaS) providing SMS, Voice, Chat Apps and Video Interaction integrations

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Clicksign

About Clicksign

Clicksign is a digital signature platform that enables users to sign documents electronically, ensuring security and compliance. It streamlines the process of document signing, making it efficient and paperless.

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