Connect Vyte and Clicksign to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event Is Created
Runs when new event is created
Event Is Updated
Runs when Event Is Updated
Event Confirmed
Runs when Event Confirmed
Event Cancelled
Runs when event is cancelled
Document Cancelled
Triggered when a document is manually cancelled.
New Signer
Triggered when a new signer is added to a document.
Do thisActions
Action is the task that follows automatically within your Vyte integrations.
Find Event
Find an event by title or invitee email.
Confirm Event
Confirm an event to finalize the booking
Cancel Event
Cancel a scheduled event.
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 Vyte and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in Vyte triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how Vyte 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 Vyte 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 Vyte 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 Vyte
Vyte is a tool that makes scheduling appointments, meetings, and customers bookings easy and user-friendly.
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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