Connect Zoho Backstage and Clicksign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
New Attendee
New Checkin
New Order
Choose an Action
Automatically do this!
Create Document
Duplicate Document
List Templates
Delete Document
Delete Signatory
List Documents
Notifications Email
View Document
View Signer
List envelopes
Ready to use Zoho Backstage and Clicksign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Trigger when new event created.
New Attendee
Triggers when a new attendee is added.
New Checkin
Triggers when an attendee is checked in.
New Order
Triggers when a new order is purchased.
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 Zoho Backstage integrations.
Get Attendee Details
Get attendee details by unique id.
Create Offline Order
Creates an order in offline mode
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.
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.
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Frequently Asked Questions
To start, connect both your Zoho Backstage and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Backstage triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how Zoho Backstage 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 Zoho Backstage 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 Zoho Backstage 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 Zoho Backstage
Zoho Backstage is an enterprise event management tool to help you create memorable event experiences.
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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