Connect Paddle and Clicksign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Address
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
Ready to use Paddle and Clicksign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggered when a new customer is created in Paddle.
New Address
Triggered when a new address is created in a specific customer.
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 Paddle integrations.
Create Customer
Creates a new customer in Paddle.
Update Customer
Update an existing customer using their ID.
Generate an Aauthentication Token
Generate an authentication token for a customer.
Create an Address
Create an address for a customer.
Update an Address
Update an address of the customer.
Create a Business
Create a business for a customer.
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Frequently Asked Questions
To start, connect both your Paddle and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in Paddle triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how Paddle 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 Paddle 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 Paddle 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 Paddle
Paddle is a comprehensive commerce platform designed to help software companies manage their billing, subscription, and payment processes. It offers a range of tools to streamline revenue operations, including payment processing, tax compliance, and customer management, making it easier for businesses to scale globally.
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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