Integrations Clicksign Digital Practice
Clicksign + Digital Practice

Connect Clicksign and Digital Practice to Build Intelligent Automations

Choose a Trigger

Clicksign

When this happens...

Choose an Action

Digital Practice

Automatically do this!

Enable Integrations or automations with these events of Clicksign and Digital Practice

Enable Integrations or automations with these events of Clicksign and Digital Practice

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 Digital Practice?

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

Can we customize how data from Clicksign is recorded in Digital Practice?

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

How often does the data sync between Clicksign and Digital Practice?

The data sync between Clicksign and Digital Practice 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 Digital Practice?

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 Digital Practice?

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

About Digital Practice

Digital Practice is a Practice Management Software that helps practices manage their day-to-day admin, HR, accounting, project management, HR, CRM and much more.

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