Connect Sifter and Clicksign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Issue Created
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 Sifter and Clicksign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Issue Created
Runs when new issue 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 Sifter integrations.
Create New Issue
Create new issue in project
List All Projects
Retrieve all projects
List Categories
Show project categories
List Project Assignees
Fetch assignees for a project
List Milestones
Skipped metadata generation as requested.
Create Document
Request for creating documents at Clicksign via template.
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Frequently Asked Questions
To start, connect both your Sifter and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in Sifter triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how Sifter 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 Sifter 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 Sifter 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 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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