Integrations Visualvisitor Clicksign
Visualvisitor + Clicksign

Connect Visualvisitor and Clicksign to Build Intelligent Automations

Choose a Trigger

Visualvisitor

When this happens...

Choose an Action

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 Visualvisitor

Do thisActions

Action is the task that follows automatically within your Visualvisitor integrations.

Get all users

Get all users

Here you will get all user details.

Get a user

Get a user

Here you will get a specific user details.

PlusPerson Search for leads

PlusPerson Search for leads

This is for plus person allows you to search for leads.

PlusPerson Create a bulk leads job

PlusPerson Create a bulk leads job

Create a job to bulk upload leads efficiently in one go.

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.

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Frequently Asked Questions

How do I start an integration between Visualvisitor and Clicksign?

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

Can we customize how data from Visualvisitor is recorded in Clicksign?

Absolutely. You can customize how Visualvisitor 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 Visualvisitor and Clicksign?

The data sync between Visualvisitor 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 Visualvisitor 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 Visualvisitor and Clicksign?

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

Visualvisitor

About Visualvisitor

VisualVisitor is a powerful lead generation and visitor tracking tool designed to help businesses identify and engage with potential customers visiting their website. It provides insights into visitor behavior, company information, and contact details, enabling businesses to convert anonymous website visitors into actionable leads.

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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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