Connect Onfleet and Clicksign to Build Intelligent Automations

Choose a Trigger

Onfleet

When this happens...

Choose an Action

Clicksign

Automatically do this!

Ready to use Onfleet and Clicksign automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Task Created

Task Created

Triggers when an Onfleet task is created.

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.

Do thisActions

Action is the task that follows automatically within your Onfleet integrations.

Create Task

Create Task

Creates a pickup or dropoff task.

List  Administrators

List Administrators

Get all the administrators

Delete Task

Delete Task

Delete a active task

Clone Task

Clone Task

Clones a existing task

List  Workers

List Workers

Returns a collection of all workers in your organization.

Get Workers by Location

Get Workers by Location

You may provide a coordinate pair along with a radius to get a list of workers who are currently within a certain target area.

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Frequently Asked Questions

How do I start an integration between Onfleet and Clicksign?

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

Can we customize how data from Onfleet is recorded in Clicksign?

Absolutely. You can customize how Onfleet 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 Onfleet and Clicksign?

The data sync between Onfleet 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 Onfleet 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 Onfleet and Clicksign?

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

Onfleet

About Onfleet

Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.

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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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