Integrations Clicksign aurora-inbox
Clicksign + aurora-inbox

Connect Clicksign and aurora-inbox to Build Intelligent Automations

Choose a Trigger

Clicksign

When this happens...

Choose an Action

aurora-inbox

Automatically do this!

Enable Integrations or automations with these events of Clicksign and aurora-inbox

Enable Integrations or automations with these events of Clicksign and aurora-inbox

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 aurora-inbox?

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

Can we customize how data from Clicksign is recorded in aurora-inbox?

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

How often does the data sync between Clicksign and aurora-inbox?

The data sync between Clicksign and aurora-inbox 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 aurora-inbox?

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 aurora-inbox?

Yes, you can set conditional logic to control the flow of data between Clicksign and aurora-inbox. 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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aurora-inbox

About aurora-inbox

Aurora Inbox transforms your business WhatsApp into an intelligent sales hub.

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