
When this happens...
Document Cancelled
New Signer
New Document
Document Finalized
Signer Removed
Signatory signs a document

Automatically do this!
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a document is manually cancelled.
Triggered when a new signer is added to a document.
Triggers when new document is uploaded in the clicksign.
Triggers when a document is manually finalized.
Triggers when a signers are removed from a document.
Triggers when a signatory signs a document.
Action is the task that follows automatically within your Clicksign integrations.
Request for creating documents at Clicksign via template.
Duplicate a document that has already been finalized at Clicksign.
Get list of all templates of clicksign.
Delete a document that has already been finalized or canceled at Clicksign. The result is permanent removal of the document from the account.
Permanently delete a signatory.
Get list of all documents of clicksign using envelope id.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Clicksign and AI/ML API accounts to viaSocket. Once connected, you can set up a workflow where an event in Clicksign triggers actions in AI/ML API (or vice versa).
Absolutely. You can customize how Clicksign data is recorded in AI/ML API. This includes choosing which data fields go into which fields of AI/ML API, setting up custom formats, and filtering out unwanted information.
The data sync between Clicksign and AI/ML API typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Clicksign and AI/ML API. 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.
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.
Learn MoreAI/ML API provides advanced artificial intelligence and machine learning capabilities to developers and businesses, enabling them to integrate intelligent features into their applications. With a wide range of AI models and tools, users can enhance their software with capabilities such as natural language processing, image recognition, predictive analytics, and more.
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