Create integrations between Dovetail and Clicksign
Create Document in Clicksign when New Project in Dovetail
Duplicate Document in Clicksign when New Project in Dovetail
List Templates from Clicksign when New Project in Dovetail
Delete Document in Clicksign when New Project in Dovetail
Create Signer in Clicksign when New Project in Dovetail
Delete Signatory from Clicksign when New Project in Dovetail
List Documents from Clicksign when New Project in Dovetail
Notifications Email in Clicksign when New Project in Dovetail
View Document in Clicksign when New Project in Dovetail
View Signer in Clicksign when New Project in Dovetail
Actions and Triggers
When this happensTriggers
New Project
Triggers when a new project is created
New Insight on hold
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.
Do thisActions
Create Note
Create Data Point
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.
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Frequently Asked Questions
About Dovetail
Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
Learn MoreAbout 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.
Learn More
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