Connect Loops.so and Clicksign to Build Intelligent Automations

Choose a Trigger

Loops.so

When this happens...

Choose an Action

Clicksign

Automatically do this!

Ready to use Loops.so 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 Loops.so

Do thisActions

Action is the task that follows automatically within your Loops.so integrations.

Delete a contact

Delete a contact

Delete a contact by email address.

Find a contact

Find a contact

Find a contact by email address.

Update a contact in mailing list

Update a contact in mailing list

Update a contact using email id

Create a contact in mailing list

Create a contact in mailing list

Create a contact in the mailing list

Send Event

Send Event

Send an event to Loops.

Delete Contact

Delete Contact

Deletes a contact from your audience.

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Frequently Asked Questions

How do I start an integration between Loops.so and Clicksign?

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

Can we customize how data from Loops.so is recorded in Clicksign?

Absolutely. You can customize how Loops.so 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 Loops.so and Clicksign?

The data sync between Loops.so 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 Loops.so 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 Loops.so and Clicksign?

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

Loops.so

About Loops.so

Loops is a platform designed to streamline and automate your business workflows, enhancing productivity and efficiency. It offers a range of tools to create, manage, and optimize various processes within your organization.

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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