
When this happens...
New Post

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Create Document
Duplicate Document
List Templates
Delete Document
Delete Signatory
List Documents
Notifications Email
View Document
View Signer
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new post is created in ContentStudio.
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.
Action is the task that follows automatically within your ContentStudio integrations.
Creates a new post in the selected workflow/workspace.
Permanently deletes the specified post from the selected workspace.
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.

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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 ContentStudio and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in ContentStudio triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how ContentStudio data is recorded in Clicksign. This includes choosing which data fields go into which fields of Clicksign, setting up custom formats, and filtering out unwanted information.
The data sync between ContentStudio and Clicksign 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 ContentStudio and Clicksign. 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.
Save time by discovering, managing, and publishing content to all your social media accounts from one place. ContentStudio helps you automate content workflows, schedule posts, and stay updated with trending topics in your industry — all seamlessly integrated through ViaSocket.
Learn MoreClicksign 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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