
When this happens...

Automatically do this!
Create Document
Duplicate Document
List Templates
Delete Document
Delete Signatory
List Documents
Notifications Email
View Document
View Signer
List envelopes
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a document is manually cancelled.
Triggered when a new signer is added to a document.
Triggers when new document is uploaded in the clicksign.
Triggers when a document is manually finalized.
Triggers when a signers are removed from a document.
Triggers when a signatory signs a document.
Action is the task that follows automatically within your TextRazor integrations.
Processes and analyzes the provided text to extract entities, topics, and other linguistic features.
Request for creating documents at Clicksign via template.
Duplicate a document that has already been finalized at Clicksign.
Get list of all templates of clicksign.
Delete a document that has already been finalized or canceled at Clicksign. The result is permanent removal of the document from the account.
Permanently delete a signatory.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your TextRazor and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in TextRazor triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how TextRazor 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 TextRazor 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 TextRazor 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.
TextRazor is a powerful natural language processing API that provides advanced text analysis capabilities. It allows users to extract meaningful insights from text data, including entity recognition, sentiment analysis, and language detection. TextRazor is ideal for developers and businesses looking to enhance their applications with AI-driven text analysis features.
Learn MoreClicksign 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 More