
When this happens...
New Lead Submitted

Automatically do this!
Create Document
Duplicate Document
List Templates
Delete Document
Delete Signatory
List Documents
Notifications Email
View Document
View Signer
List envelopes
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Lead Submitted
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 Facebook Lead Ads integrations.
Get one page of leads from the selected lead form, with optional limit/offset pagination and a next-page cursor.
Get lead forms from Facebook
Get lead form details by ID
Retrieve a Facebook lead by ID
Request for creating documents at Clicksign via template.
Duplicate a document that has already been finalized at Clicksign.

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To start, connect both your Facebook Lead Ads and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in Facebook Lead Ads triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how Facebook Lead Ads 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 Facebook Lead Ads 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 Facebook Lead Ads 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.
Automate the process of capturing and managing leads from Facebook. Seamlessly integrate your Facebook lead generation campaigns with your CRM or email marketing tools to ensure no potential customer is missed.
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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