Connect Qminder and Clicksign to Build Intelligent Automations

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Qminder

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.

Add visitor to queue

Add visitor to queue

Triggers when a new visitor is added.

visitor checks in

visitor checks in

runs when visitor checks in

Mark visitor as served

Mark visitor as served

Set a visitor's status to 'served' in Qminder to update the queue and record service completion.

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.

Do thisActions

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

Add visitor to line

Add visitor to line

Add a visitor to the selected line so they join the location's queue.

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.

Delete Document

Delete Document

Delete a document that has already been finalized or canceled at Clicksign. The result is permanent removal of the document from the account.

Delete Signatory

Delete Signatory

Permanently delete a signatory.

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Frequently Asked Questions

How do I start an integration between Qminder and Clicksign?

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

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

Absolutely. You can customize how Qminder 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 Qminder and Clicksign?

The data sync between Qminder 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 Qminder 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 Qminder and Clicksign?

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

Qminder

About Qminder

Qminder is a queue management system designed to streamline customer service and improve the waiting experience. It helps businesses manage queues efficiently, providing real-time data and insights to enhance customer satisfaction.

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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.

Learn More