Connect ChatBotKit and Clicksign to Build Intelligent Automations

Choose a Trigger

ChatBotKit

When this happens...

Choose an Action

Clicksign

Automatically do this!

Ready to use ChatBotKit and Clicksign automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Signatory signs a document

Signatory signs a document

Triggers when a signatory signs a document.

Request a new Trigger for ChatBotKit

Do thisActions

Action is the task that follows automatically within your ChatBotKit integrations.

Add Dataset Record

Add Dataset Record

Add a new text record to the selected dataset.

Create Conversation

Create Conversation

Start a conversation with initial messages; optionally attach a contact, task, space, or bot.

Create dataset

Create dataset

Create a dataset to train or update your chatbot

Fetch DataSet

Fetch DataSet

This action fetch dataset detail.

Delete Dataset

Delete Dataset

Delete a dataset from ChatBotKit

Create Dataset Record

Create Dataset Record

Add a knowledge record to a dataset so the chatbot can find relevant answers.

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Frequently Asked Questions

How do I start an integration between ChatBotKit and Clicksign?

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

Can we customize how data from ChatBotKit is recorded in Clicksign?

Absolutely. You can customize how ChatBotKit 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 ChatBotKit and Clicksign?

The data sync between ChatBotKit 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 ChatBotKit 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 ChatBotKit and Clicksign?

Yes, you can set conditional logic to control the flow of data between ChatBotKit 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.

ChatBotKit

About ChatBotKit

ChatBotKit is a comprehensive platform designed to help businesses and developers create, manage, and deploy chatbots with ease. It offers a range of tools and features to build intelligent conversational agents that can enhance customer interaction and automate support tasks.

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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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