Connect Sms Alert and Clicksign to Build Intelligent Automations

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Sms Alert

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Clicksign

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Cancelled

Document Cancelled

Triggered when a document is manually cancelled.

New Signer

New Signer

Triggered when a new signer is added to a document.

New Document

New Document

Triggers when new document is uploaded in the clicksign.

Document Finalized

Document Finalized

Triggers when a document is manually finalized.

Signer Removed

Signer Removed

Triggers when a signers are removed from a document.

Signatory signs a document

Signatory signs a document

Triggers when a signatory signs a document.

Request a new Trigger for Sms Alert

Do thisActions

Action is the task that follows automatically within your Sms Alert integrations.

Send SMS

Send SMS

Sends an SMS to a specified phone number.

Create Contact

Create Contact

Adds a new contact to the SMS alert system.

Create Document

Create Document

Request for creating documents at Clicksign via template.

Duplicate Document

Duplicate Document

Duplicate a document that has already been finalized at Clicksign.

List Templates

List Templates

Get list of all templates of clicksign.

Delete Document

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.

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Frequently Asked Questions

How do I start an integration between Sms Alert and Clicksign?

To start, connect both your Sms Alert and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in Sms Alert triggers actions in Clicksign (or vice versa).

Can we customize how data from Sms Alert is recorded in Clicksign?

Absolutely. You can customize how Sms Alert 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.

How often does the data sync between Sms Alert and Clicksign?

The data sync between Sms Alert and Clicksign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Sms Alert to Clicksign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Sms Alert and Clicksign?

Yes, you can set conditional logic to control the flow of data between Sms Alert 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.

Sms Alert

About Sms Alert

Sms alert is a robust platform designed to streamline and automate SMS notifications for businesses and individuals. It offers a range of features including bulk messaging, transactional alerts, and promotional campaigns, ensuring timely and effective communication.

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Clicksign

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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