Connect Clicksign and Benchmark Email to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Cancelled
New Signer
New Document
Document Finalized
Signer Removed
Signatory signs a document
Choose an Action
Automatically do this!
Find a contact
Update Details of a Survey
Update a Contact
Create a Segment
Delete a survey
Delete an Email
Delete a list
Get Web Page Ads Detail
Update status of the survey
Uploading videos
Use Survey Template
Update/Edit Profile
Ready to use Clicksign and Benchmark Email automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Cancelled
Triggered when a document is manually cancelled.
New Signer
Triggered when a new signer is added to a document.
New Document
Triggers when new document is uploaded in the clicksign.
Document Finalized
Triggers when a document is manually finalized.
Signer Removed
Triggers when a signers are removed from a document.
Signatory signs a document
Triggers when a signatory signs a document.
Do thisActions
Action is the task that follows automatically within your Clicksign integrations.
Create Document
Request for creating documents at Clicksign via template.
Duplicate Document
Duplicate a document that has already been finalized at Clicksign.
List Templates
Get list of all templates of clicksign.
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
Permanently delete a signatory.
List Documents
Get list of all documents of clicksign using envelope id.
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Frequently Asked Questions
To start, connect both your Clicksign and Benchmark Email accounts to viaSocket. Once connected, you can set up a workflow where an event in Clicksign triggers actions in Benchmark Email (or vice versa).
Absolutely. You can customize how Clicksign data is recorded in Benchmark Email. This includes choosing which data fields go into which fields of Benchmark Email, setting up custom formats, and filtering out unwanted information.
The data sync between Clicksign and Benchmark Email 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 Benchmark Email. 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.
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.
Learn MoreAbout Benchmark Email
Benchmark Email is a cloud-based email marketing platform that helps businesses create, send, and manage email campaigns. It offers tools for building emails, automating campaigns, and analyzing their effectiveness.
Learn More
