Connect ShopBase and Clicksign to Build Intelligent Automations
Choose a Trigger
When this happens...
new product is added
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 ShopBase and Clicksign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new product is added
runs when new product is added
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 ShopBase integrations.
Create Product
Create a new product with title, images, options, and variants.
Create Product Variant
Create a product variant with option values, price, SKU, and image.
Add Product Image
Upload an image to a product and optionally set it as the main image.
Update Product
Update a product's title and add one or more images.
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 ShopBase and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in ShopBase triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how ShopBase 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 ShopBase 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 ShopBase 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 ShopBase
ShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.
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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