Integrations Clicksign Aisle Planner
Clicksign + Aisle Planner

Connect Clicksign and Aisle Planner to Build Intelligent Automations

Choose a Trigger

Clicksign

When this happens...

Choose an Action

Aisle Planner

Automatically do this!

Enable Integrations or automations with these events of Clicksign and Aisle Planner

Enable Integrations or automations with these events of Clicksign and Aisle Planner

Triggers

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 Clicksign

Actions

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.

List Documents

List Documents

Get list of all documents of clicksign using envelope id.

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Frequently Asked Questions

How do I start an integration between Clicksign and Aisle Planner?

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

Can we customize how data from Clicksign is recorded in Aisle Planner?

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

How often does the data sync between Clicksign and Aisle Planner?

The data sync between Clicksign and Aisle Planner 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 Clicksign to Aisle Planner?

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 Clicksign and Aisle Planner?

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

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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Aisle Planner

About Aisle Planner

Aisle Planner started with the idea that there was a better way to plan weddings - that wedding professionals could have all of the wedding planning and client management tools they need, all in one reliable place. With everything from lead management and booking tools to checklists, day-of timelines and a guest manager, Aisle Planner has what wedding industry pros need to book clients quickly and manage the million and one details that come with the job.

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