Connect Clicksign and crm web app 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!
- Request a new Action for crm web app
Enable Integrations or automations with these events of Clicksign and crm web app
Enable Integrations or automations with these events of Clicksign and crm web app
Triggers
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.
Actions
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 crm web app accounts to viaSocket. Once connected, you can set up a workflow where an event in Clicksign triggers actions in crm web app (or vice versa).
Absolutely. You can customize how Clicksign data is recorded in crm web app. This includes choosing which data fields go into which fields of crm web app, setting up custom formats, and filtering out unwanted information.
The data sync between Clicksign and crm web app 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 crm web app. 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 crm web app
CRM Web App is a Zapier App that interacts with Credit Money Machine Web, CRM Business Companion, CRM Monitor Companion, and Automatic Business Machine.
Learn More
