Connect Parma and Clicksign to Build Intelligent Automations

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Parma

When this happens...

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Clicksign

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Relationship

New Relationship

Triggers when a new relationship 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 Parma integrations.

List Groups

List Groups

Lists all existing groups

List Relationships

List Relationships

Lists all existing Relationships

Create Note

Create Note

Create note in a relationship

Create Relationship

Create Relationship

Creates a relationship

Get Relationship

Get Relationship

Get details of a Relationship

List deals

List deals

List all deals in the Parma account

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Frequently Asked Questions

How do I start an integration between Parma and Clicksign?

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

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

Absolutely. You can customize how Parma 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 Parma and Clicksign?

The data sync between Parma 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 Parma 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 Parma and Clicksign?

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

Parma

About Parma

Parma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.

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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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