Connect Ringg AI and Clicksign to Build Intelligent Automations
Choose a Trigger
When this happens...
Conversation Ends
Choose an Action
Automatically do this!
Create Document
Duplicate Document
List Templates
Delete Document
Delete Signatory
List Documents
Notifications Email
View Document
View Signer
List envelopes
Ready to use Ringg AI and Clicksign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Conversation Ends
Runs when conversation ends
Document Cancelled
Triggered when a document is manually cancelled.
New Signer
Triggered when a new signer is added to a document.
New Document
Triggers when new document is uploaded in the clicksign.
Document Finalized
Triggers when a document is manually finalized.
Signer Removed
Triggers when a signers are removed from a document.
Do thisActions
Action is the task that follows automatically within your Ringg AI integrations.
List Assistants
Show all assistants in account
Get call details
Get details for a specific call, including optional AI analysis
Get Workspace Numbers
Retrieve the phone numbers available in this workspace.
Place an outbound call
Place an outbound call to a contact or phone number
Create Document
Request for creating documents at Clicksign via template.
Duplicate Document
Duplicate a document that has already been finalized at Clicksign.
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Frequently Asked Questions
To start, connect both your Ringg AI and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in Ringg AI triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how Ringg AI 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.
The data sync between Ringg AI and Clicksign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Ringg AI 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.
About Ringg AI
Ringg AI offers advanced AI-driven solutions to enhance communication and customer interaction. With cutting-edge technology, it streamlines processes and improves efficiency for businesses.
Learn MoreAbout 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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