Connect Patreon and Clicksign to Build Intelligent Automations

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Patreon

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.

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 Patreon

Do thisActions

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

Fetch Current User Info

Fetch Current User Info

Retrieves the authenticated Patreon user's profile information

Fetch Creator Profile and Campaign Information

Fetch Creator Profile and Campaign Information

Retrieves the authenticated Patreon user’s campaign details, including rewards, goals, and pledges

List All Campaign

List All Campaign

List all the campaign

Create Document

Create Document

Request for creating documents at Clicksign via template.

Duplicate Document

Duplicate Document

Duplicate a document that has already been finalized at Clicksign.

List Templates

List Templates

Get list of all templates of clicksign.

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Frequently Asked Questions

How do I start an integration between Patreon and Clicksign?

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

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

Absolutely. You can customize how Patreon 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 Patreon and Clicksign?

The data sync between Patreon 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 Patreon 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 Patreon and Clicksign?

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

Patreon

About Patreon

Patreon is a membership platform that provides tools for creators to run a subscription content service, offering ways for artists, writers, and other creators to earn a monthly income by providing rewards and perks to their subscribers.

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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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