Connect Clicksign and trainly to Build Intelligent Automations

Choose a Trigger

Clicksign

When this happens...

Choose an Action

trainly

Automatically do this!

Enable Integrations or automations with these events of Clicksign and trainly

Enable Integrations or automations with these events of Clicksign and trainly

Triggers

Document Cancelled

Document Cancelled

Triggered when a document is manually cancelled.

New Signer

New Signer

Triggered when a new signer is added to a document.

New Document

New Document

Triggers when new document is uploaded in the clicksign.

Document Finalized

Document Finalized

Triggers when a document is manually finalized.

Signer Removed

Signer Removed

Triggers when a signers are removed from a document.

Signatory signs a document

Signatory signs a document

Triggers when a signatory signs a document.

Request a new Trigger for Clicksign

Actions

Create Document

Create Document

Request for creating documents at Clicksign via template.

Duplicate Document

Duplicate Document

Duplicate a document that has already been finalized at Clicksign.

List Templates

List Templates

Get list of all templates of clicksign.

Delete Document

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

Delete Signatory

Permanently delete a signatory.

List Documents

List Documents

Get list of all documents of clicksign using envelope id.

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Frequently Asked Questions

How do I start an integration between Clicksign and trainly?

To start, connect both your Clicksign and trainly accounts to viaSocket. Once connected, you can set up a workflow where an event in Clicksign triggers actions in trainly (or vice versa).

Can we customize how data from Clicksign is recorded in trainly?

Absolutely. You can customize how Clicksign data is recorded in trainly. This includes choosing which data fields go into which fields of trainly, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Clicksign and trainly?

The data sync between Clicksign and trainly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Clicksign to trainly?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Clicksign and trainly?

Yes, you can set conditional logic to control the flow of data between Clicksign and trainly. 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

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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trainly

About trainly

Trainly helps companies achieve 100% HR compliance. It uses data to continuously produce ever-more-compelling training that drives behavior change.

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