Connect SMS and Clicksign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SMS
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 SMS and Clicksign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
Action is the task that follows automatically within your SMS integrations.
Send SMS
Sends a new SMS message to a specified phone number.
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.
Delete Document
Delete a document that has already been finalized or canceled at Clicksign. The result is permanent removal of the document from the account.
Delete Signatory
Permanently delete a signatory.
Know More About Sms and Clicksign Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your SMS and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how SMS 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 SMS 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 SMS 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 SMS
MSG91 is a comprehensive communication platform that provides robust SMS solutions for businesses. It enables seamless and efficient messaging services, allowing businesses to reach their customers through SMS for notifications, alerts, and marketing campaigns.
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.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.