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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

Select Any App to connect with Clicksign

Clicksign

Clicksign

Yoco Board

Yoco Board

YoCo Board is an online time tracking application that lets you track employees work hours.

yeti-snow

yeti-snow

Snow management software to control and grow your snow management business.

yepcode

yepcode

YepCode is a platform that connects your services and APIs using code, allowing to skip limitations that you could face with no-code tools.

YayList

YayList

YAY-List is a brandable party invitation tool, that helps event-based businesses turbo-charge their word-of-mouth marketing and collect new leads.

yardman

yardman

Yardman is a simple yard management system to organize bookings and keep yard visits on track.

yammer

yammer

Yammer makes it easy to communicate within your company at the speed of light with your own internal social networks where employees can connect and build meaningful business relationships.

xola

xola

Xola is a powerful booking system built for tour and activity operators. Easily book customers and accept payments for online, phone, in-person, or reseller reservations. Ignite your growth with Xola's cart abandonment recovery, automated guest communication, gifts, and more.

xobin

xobin

Xobin is a skill evaluation and testing platform to build winning teams. Xobin has the largest collection white collar Job Assessments including Coding Tests, Skill Tests and Psychometric Tests

xledger

xledger

Xledger is cloud based accounting platform. It leverages automation to save users time and use complex worflows.

xconnect

xconnect

xConnect Remote Management Platform allows you to monitor your system hardware remotely and provide notification for potential service issues.

Zoho Billing

Zoho Billing

Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.

Zoe Financial

Zoe Financial

Zoe Financial connects clients to financial advisors. Advisors listed on Zoe's network are all independent fiduciaries who work on a commission-free model, meaning your advisor won’t try to sell you products to make a profit.

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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