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Create integrations between Salesmate and Clicksign
Add Note in Salesmate when Document Cancelled in Clicksign
Create Activity in Salesmate when Document Cancelled in Clicksign
Create Company in Salesmate when Document Cancelled in Clicksign
Search User in Salesmate when Document Cancelled in Clicksign
Create Contact in Salesmate when Document Cancelled in Clicksign
Create Deal in Salesmate when Document Cancelled in Clicksign
Update Activity in Salesmate when Document Cancelled in Clicksign
Update Company in Salesmate when Document Cancelled in Clicksign
Update Contact in Salesmate when Document Cancelled in Clicksign
Update Deal in Salesmate when Document Cancelled in Clicksign
Actions and Triggers
When this happensTriggers
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.
Signatory signs a document
Triggers when a signatory signs a document.
Do thisActions
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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Frequently Asked Questions
About Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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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