Connect siteleaf and Clicksign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Collection
New Document Created
New Page Is Created
New Site
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 siteleaf and Clicksign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Collection
runs when New Collection Created
New Document Created
Runs when new document is created
New Page Is Created
runs when New Page Is Created
New Site
Runs when new site is created
Document Cancelled
Triggered when a document is manually cancelled.
New Signer
Triggered when a new signer is added to a document.
Do thisActions
Action is the task that follows automatically within your siteleaf integrations.
Create Document
Create a new document in Siteleaf
Create Page
Create a new page on the site
Publish Site
Publish your site
Create Document
Request for creating documents at Clicksign via template.
Duplicate Document
Duplicate a document that has already been finalized at Clicksign.
List Templates
Get list of all templates of clicksign.
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Frequently Asked Questions
To start, connect both your siteleaf and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in siteleaf triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how siteleaf 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 siteleaf 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 siteleaf 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 siteleaf
Send invitations to clients, colleagues, and others to edit and review sites. Managing content in Siteleaf is easy enough anyone can do it, with nothing to install.
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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