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

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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.

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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 Happy Scribe accounts to viaSocket. Once connected, you can set up a workflow where an event in Clicksign triggers actions in Happy Scribe (or vice versa).
Absolutely. You can customize how Clicksign data is recorded in Happy Scribe. This includes choosing which data fields go into which fields of Happy Scribe, setting up custom formats, and filtering out unwanted information.
The data sync between Clicksign and Happy Scribe 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 Happy Scribe. 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 MoreHappy Scribe offers seamless transcription and subtitling services, making it easy to convert audio and video content into text. Ideal for professionals and businesses looking to enhance accessibility and content reach.
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