
When this happens...
Document Cancelled
New Signer
New Document
Document Finalized
Signer Removed
Signatory signs a document

Automatically do this!
Create Record
Get all Contacts
Create a Contact
Create Task
Get all Tasks
Create a Project
Get all Project
Create Campaign
Get all campaign
Update campaign
Get all Account
Get all Activity Logs
Get all Articles
Get all Business Units
Get all Meetings
Get all Notes
Delete Record
Get all Opportunities
Get all Orders
Get all Order Items
Get all Products
Get all Tickets
Get all Users
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a document is manually cancelled.
Triggered when a new signer is added to a document.
Triggers when new document is uploaded in the clicksign.
Triggers when a document is manually finalized.
Triggers when a signers are removed from a document.
Triggers when a signatory signs a document.
Action is the task that follows automatically within your Clicksign integrations.
Request for creating documents at Clicksign via template.
Duplicate a document that has already been finalized at Clicksign.
Get list of all templates of clicksign.
Delete a document that has already been finalized or canceled at Clicksign. The result is permanent removal of the document from the account.
Permanently delete a signatory.
Get list of all documents of clicksign using envelope id.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Clicksign and Fireberry accounts to viaSocket. Once connected, you can set up a workflow where an event in Clicksign triggers actions in Fireberry (or vice versa).
Absolutely. You can customize how Clicksign data is recorded in Fireberry. This includes choosing which data fields go into which fields of Fireberry, setting up custom formats, and filtering out unwanted information.
The data sync between Clicksign and Fireberry 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 Fireberry. 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 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 MoreFireberry is a dynamic platform designed to enhance your marketing strategies with innovative tools and solutions. It offers a suite of features that help businesses optimize their marketing campaigns, track performance, and engage with their audience effectively.
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