Connect Vybit and Clicksign to Build Intelligent Automations

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Vybit

When this happens...

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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 Vybit

Do thisActions

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

List Vybits

List Vybits

Retrieve a list of the user's vybits.

Search a Vybit

Search a Vybit

Search a vybit by name.

Trigger a Vybit

Trigger a Vybit

Search a vybit by its Name or TriggerKey and trigger if availaible.

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.

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Frequently Asked Questions

How do I start an integration between Vybit and Clicksign?

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

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

Absolutely. You can customize how Vybit 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 Vybit and Clicksign?

The data sync between Vybit 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 Vybit 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 Vybit and Clicksign?

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

Vybit

About Vybit

Vybit sends distinct, personalized sound notifications that you create by recording your own sounds or choosing from thousands of available sounds. With Vybit, you can create the sounds you like so you know exactly what each notification means to you.

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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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