Connect Reamaze and Clicksign to Build Intelligent Automations

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Reamaze

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 conversation

New conversation

Trigger when new conversation is created

New message

New message

Trigger when new message is created

New contact

New contact

Trigger when new contact 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.

Do thisActions

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

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.

List Documents

List Documents

Get list of all documents of clicksign using envelope id.

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Frequently Asked Questions

How do I start an integration between Reamaze and Clicksign?

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

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

Absolutely. You can customize how Reamaze 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 Reamaze and Clicksign?

The data sync between Reamaze 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 Reamaze 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 Reamaze and Clicksign?

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

Reamaze

About Reamaze

Reamaze is a web-based customer communication platform that integrates email, social media, and live chat functionalities to provide a comprehensive support solution for businesses.

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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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