Connect NetHunt CRM and Clicksign to Build Intelligent Automations

Choose a Trigger

NetHunt CRM

When this happens...

Choose an Action

Clicksign

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Ready to use NetHunt CRM and Clicksign automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record

New Record

Trigger when a new record created.

New Comment

New Comment

Trigger when new comment is created.

New Call Logs

New Call Logs

Trigger when new call logs created.

Updated Record

Updated Record

Trigger when record updated.

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.

Do thisActions

Action is the task that follows automatically within your NetHunt CRM integrations.

Create Record

Create Record

Create a new record

Update Record

Update Record

Update a record

Delete Record

Delete Record

Delete a record

Create Comment

Create Comment

Create a new record comment

Find Record

Find Record

Find records by ID or text query

Link Gmail Thread

Link Gmail Thread

This action Add a Gmail thread to a record.

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Frequently Asked Questions

How do I start an integration between NetHunt CRM and Clicksign?

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

Can we customize how data from NetHunt CRM is recorded in Clicksign?

Absolutely. You can customize how NetHunt CRM 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 NetHunt CRM and Clicksign?

The data sync between NetHunt CRM 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 NetHunt CRM 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 NetHunt CRM and Clicksign?

Yes, you can set conditional logic to control the flow of data between NetHunt CRM 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.

NetHunt CRM

About NetHunt CRM

NetHunt CRM is a customer relationship management system for Gmail and Google Apps.

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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.

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