Connect Templated and Clicksign to Build Intelligent Automations
Ready to use Templated and Clicksign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when New Template 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 Templated integrations.
Create Render
Creates a new image with Templated
Merge Renders
Merge multiple renders into a single output
List Templates
List all templates in your account
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 Templated and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in Templated triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how Templated 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 Templated 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 Templated 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 Templated
Templated offers a wide range of customizable website templates to help you build stunning websites with ease. Perfect for designers, developers, and businesses looking to create a professional 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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