viasocket
finmo

finmo

Clicksign

Clicksign

Enable Integrations or automations with these events of finmo and Clicksign

Enable Integrations or automations with these events of finmo and Clicksign

Triggers

finmo

Document Cancelled

Triggered when a document is manually cancelled.

finmo

New Signer

Triggered when a new signer is added to a document.

finmo

New Document

Triggers when new document is uploaded in the clicksign.

finmo

Document Finalized

Triggers when a document is manually finalized.

finmo

Signer Removed

Triggers when a signers are removed from a document.

finmo

Signatory signs a document

Triggers when a signatory signs a document.

Actions

finmo

Create Document

Request for creating documents at Clicksign via template.

finmo

Duplicate Document

Duplicate a document that has already been finalized at Clicksign.

finmo

List Templates

Get list of all templates of clicksign.

finmo

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.

finmo

Delete Signatory

Permanently delete a signatory.

finmo

List Documents

Get list of all documents of clicksign using envelope id.

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Frequently asked questions

  • Is there a limit to the number of apps I can integrate through viaSocket?
  • No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
  • Can I automate complex multi-step workflows across thousands of apps with viaSocket?
  • Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
  • Can I monitor the performance of integrations and troubleshoot issues?
  • Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
  • How does viaSocket ensure the security of data exchanged between integrated apps?
  • Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
finmo

About finmo

Finmo manages the end to end mortgage process.

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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.

Learn More