Connect Doubletick and Clicksign to Build Intelligent Automations

Choose a Trigger

Doubletick

When this happens...

Choose an Action

Clicksign

Automatically do this!

Ready to use Doubletick and Clicksign automations

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.

Request a new Trigger for Doubletick

Do thisActions

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

Send WhatsApp Message

Send WhatsApp Message

Send a WhatsApp Message to a Contact

Send WhatsApp Media Message

Send WhatsApp Media Message

Send WhatsApp Media Message

Send WhatsApp Template Message

Send WhatsApp Template Message

Send a pre-approved whatsapp message template to a contact

Create a new group

Create a new group

Create a new group by group name

Add a member to a group

Add a member to a group

Add a new member to a group

Delete a group

Delete a group

Delete an existing group by group ID

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Frequently Asked Questions

How do I start an integration between Doubletick and Clicksign?

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

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

Absolutely. You can customize how Doubletick 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 Doubletick and Clicksign?

The data sync between Doubletick 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 Doubletick 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 Doubletick and Clicksign?

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

Doubletick

About Doubletick

Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.

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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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