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Clicksign

Clicksign

Create integrations between Clicksign and your favorite App

Create effective Clicksign automations in minutes by using pre-made templates that are customized for your needs

Actions and Triggers

When this happensTriggers

Clicksign

Document Cancelled

Triggered when a document is manually cancelled.

Clicksign

New Signer

Triggered when a new signer is added to a document.

Clicksign

New Document

Triggers when new document is uploaded in the clicksign.

Clicksign

Document Finalized

Triggers when a document is manually finalized.

Clicksign

Signer Removed

Triggers when a signers are removed from a document.

Clicksign

Signatory signs a document

Triggers when a signatory signs a document.

Do thisActions

Clicksign

Create Document

Request for creating documents at Clicksign via template.

Clicksign

Duplicate Document

Duplicate a document that has already been finalized at Clicksign.

Clicksign

List Templates

Get list of all templates of clicksign.

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.

Clicksign

Delete Signatory

Permanently delete a signatory.

Clicksign

List Documents

Get list of all documents of clicksign using envelope id.

Real-World Use Cases of Clicksign Integrations

See how Clicksign integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate clicksign with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and clicksign databases.
  • Integrate clicksign with MySQL to automatically sync records, facilitating seamless data exchange between clicksign and your SQL databases.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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