Connect Pyrus and Clicksign to Build Intelligent Automations

Choose a Trigger

Pyrus

When this happens...

Choose an Action

Clicksign

Automatically do this!

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 Pyrus

Do thisActions

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

Create Simple Task

Create Simple Task

Creates a simple task with contacts

Get Forms

Get Forms

Get an existing form details by it's form id.

Create Task With Form

Create Task With Form

Creates a new task With an existing Form.

Delete Task

Delete Task

Delete task by task id.

Add Member

Add Member

Add a new team member.

List Forms

List Forms

Returns a description of all the forms in which the current user is a manager or a member.

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Frequently Asked Questions

How do I start an integration between Pyrus and Clicksign?

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

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

Absolutely. You can customize how Pyrus 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 Pyrus and Clicksign?

The data sync between Pyrus 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 Pyrus 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 Pyrus and Clicksign?

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

Pyrus

About Pyrus

Pyrus is a collaborative work management platform designed to streamline workflows, automate routine tasks, and enhance team productivity. It offers features such as task management, approval workflows, and real-time collaboration to help businesses operate more efficiently.

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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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