Connect Shiptheory and Clicksign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Shipment
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 Shiptheory and Clicksign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Shipment
Triggers when a new shipment is created.
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 Shiptheory integrations.
Create Product
Add's a new product in shiptheory.
Create Shipment
Create's a new shipment.
Create a Tag
Create a single tag in your Shiptheory account.
Update a Tag
Update a single tag by ID.
Update a Product
Update an existing product in shiptheory.
Create Document
Request for creating documents at Clicksign via template.
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Frequently Asked Questions
To start, connect both your Shiptheory and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in Shiptheory triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how Shiptheory 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 Shiptheory 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 Shiptheory 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 Shiptheory
Automate your shipping processes for greater efficiency and reliability by integrating with Shiptheory. Access various carrier APIs to streamline your shipping operations and ensure smooth delivery management.
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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