Connect Clicksign and simply-stakeholders to Build Intelligent Automations
Enable Integrations or automations with these events of Clicksign and simply-stakeholders
Enable Integrations or automations with these events of Clicksign and simply-stakeholders
Triggers
Document Cancelled
Triggered when a document is manually cancelled.
New Signer
Triggered when a new signer is added to a document.
New Document
Triggers when new document is uploaded in the clicksign.
Document Finalized
Triggers when a document is manually finalized.
Signer Removed
Triggers when a signers are removed from a document.
Signatory signs a document
Triggers when a signatory signs a document.
Actions
Create Document
Request for creating documents at Clicksign via template.
Duplicate Document
Duplicate a document that has already been finalized at Clicksign.
List Templates
Get list of all templates of 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.
Delete Signatory
Permanently delete a signatory.
List Documents
Get list of all documents of clicksign using envelope id.
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Frequently Asked Questions
To start, connect both your Clicksign and simply-stakeholders accounts to viaSocket. Once connected, you can set up a workflow where an event in Clicksign triggers actions in simply-stakeholders (or vice versa).
Absolutely. You can customize how Clicksign data is recorded in simply-stakeholders. This includes choosing which data fields go into which fields of simply-stakeholders, setting up custom formats, and filtering out unwanted information.
The data sync between Clicksign and simply-stakeholders 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 simply-stakeholders. 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.
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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About simply-stakeholders
Simply Stakeholders is a simple and easy to use Stakeholder Management tool to manage your stakeholders and your interactions with them.
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