viaSocket
Integrations WhatsApp Clicksign
WhatsApp + Clicksign

Connect WhatsApp and Clicksign to Build Intelligent Automations

Choose a Trigger

WhatsApp

When this happens...

Choose an Action

Clicksign

Automatically do this!

Ready to use WhatsApp and Clicksign automations

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Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

trigger
app icon
app icon
app icon
app icon
app icon
app icon
app icon
When
Default app icon
Google Sheets
Runs Every 15 Minutes
Do
IF
    • Instagram
      Workflow step icon
      Instagram Caption
      Workflow step icon
      Generate Image
      Workflow step icon
      Publish Photo with Tagging
      Add Step
    • Youtube
      Workflow step icon
      Youtube Video Script
      Workflow step icon
      Youtube Description Video
      Workflow step icon
      Create an Avatar Video
      Workflow step icon
      Delay
      Workflow step icon
      Retrieve Shareable Link for a Video1
      Workflow step icon
      Upload Video
      Add Step
    • Twitter
      Workflow step icon
      Twitter Tweet
      Workflow step icon
      Post a Tweet
      Add Step
    • Linkedin
      Workflow step icon
      Linkedin Article
      Workflow step icon
      Create a linkedin Article or URL post
      Add Step
Continue from here
cmnt9r1ZY8HG
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

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 WhatsApp

Do thisActions

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

Send WhatsApp Message

Send WhatsApp Message

Sends a new template message to a specified contact on WhatsApp.

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.

Delete Document

Delete Document

Delete a document that has already been finalized or canceled at Clicksign. The result is permanent removal of the document from the account.

Delete Signatory

Delete Signatory

Permanently delete a signatory.

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Frequently Asked Questions

How do I start an integration between WhatsApp and Clicksign?

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

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

Absolutely. You can customize how WhatsApp 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 WhatsApp and Clicksign?

The data sync between WhatsApp 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 WhatsApp 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 WhatsApp and Clicksign?

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

WhatsApp

About WhatsApp

WhatsApp is a widely used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.

Built-in Plug
Learn More
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.

SignaturesDocuments
Learn More

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