Connect IndiaMART and Clicksign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Created
New Buy Lead
Choose an Action
Automatically do this!
Create Document
Duplicate Document
List Templates
Delete Document
Delete Signatory
List Documents
Notifications Email
View Document
View Signer
List envelopes
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when new lead is created
New Buy Lead
Runs when a new buy lead is received on IndiaMART.
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
Action is the task that follows automatically within your IndiaMART integrations.
Get IndiaMART Leads By Time Range
Get IndiaMART leads between a start and end timestamp in IST.
Get Buy Leads
Retrieve all current buy leads from IndiaMART.
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
To start, connect both your IndiaMART and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in IndiaMART triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how IndiaMART 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 IndiaMART 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 IndiaMART 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.
About IndiaMART
IndiaMART is a leading online marketplace connecting buyers and suppliers across various industries in India. It provides a platform for businesses to showcase their products and services, facilitating B2B transactions and networking.
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.
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