Connect Docmaker and Clicksign to Build Intelligent Automations

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Docmaker

When this happens...

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Clicksign

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

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Do thisActions

Action is the task that follows automatically within your Docmaker integrations.

Create PDF From Docx Template

Create PDF From Docx Template

Send a docx template and dynamic data, and receive a merged pdf (or docx) file in the API response.

Fill Out PDF Form

Fill Out PDF Form

Fills a pdf form

Print PDF From Webpage

Print PDF From Webpage

Print webpages, based on URLs, to create pdf documents.

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.

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Frequently Asked Questions

How do I start an integration between Docmaker and Clicksign?

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

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

Absolutely. You can customize how Docmaker 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.

How often does the data sync between Docmaker and Clicksign?

The data sync between Docmaker and Clicksign 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 Docmaker to Clicksign?

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 Docmaker and Clicksign?

Yes, you can set conditional logic to control the flow of data between Docmaker 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.

Docmaker

About Docmaker

DocMaker is a tool for automating document generation, enabling users to create pixel‑perfect PDFs and DOCX files from templates. It integrates with platforms like Bubble, Typeform, and Zapier to fill templates with dynamic data and produce invoices, contracts, receipts, and more. Features include filling and converting DOCX, generating PDFs from web pages, handling images, conditions, and loops, and easy embedding into apps. Ideal for no‑code builders and SaaS teams needing fast, reliable PDF workflows.

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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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