About Clicksign

Clicksign is an electronic document signing platform that meets the requirements of integrity, authenticity and non-repudiation of Brazilian legislation.

Clicksign operations on Zapier

Triggers (1)

Start a workflow when this happens

Triggers Event When a Event Occur. — Triggers when a event or a list of events occur.

Actions (19)

Things Salesflare can make it do

Add Signer to Document — Request to add a signatory to a document at Clicksign. This is a POST request for / api / v1 / lists. In the body, the key attributes of the document, key of the signatory and how the signatory will sign the document must be sent.
Batches — Request to batch creation of documents in Clicksign.
Cancel Document — Request for canceling documents at Clicksign.
Create Document — Request for creating documents at Clicksign via upload
Create Document From Template — Request for creating documents at Clicksign via template.

Show 14 more actions

Create Signer — Request for the creation of signatories at Clicksign.
Delete Document — Request to delete a document that has already been finalized or canceled at Clicksign. The result is permanent removal of the document from the account.
Delete Signer — Request to permanently delete a signatory
Duplicate Document — Request to duplicate a document that has already been finalized at Clicksign.
List Documents — Request to view part of the metadata of documents in Clicksign.
List Templates — Request to view list of templates in Clicksign.
List Webhooks — After registering the Webhook, it can be consulted.
Notifications Email — Request to send an e-mail message to a signatory requesting to sign a document or batch.
Notifications SMS — Request to send an e-mail message to a signatory requesting to sign a document or batch.
Notifications WhatsApp — Key available in the document's JSON used in notification requests and in the Embedded Widget. Note: It is mandatory that the signer authentication is whatsapp.
Remove Signer From Document — Request to remove a signatory from a document at Clicksign.
Update Document — Request to change document settings at Clicksign.
View Document — Request to view the metadata of documents in Clicksign.
View Signer — Request to view the metadata of the signatories at Clicksign.

Clicksign operations on Make

Actions (7)

Things Salesflare can make it do

Add a Signatory to a Document — Adds a single signatory to a document.
Create a Document Via Template — Creates a new document via template.
Create a Document Via Upload — Creates a new document via upload.
Create a Signatory — Creates a new signatory.
Get a Document — Gets a single document.

Show 2 more actions

Get a Signatory — Gets a single signatory.
Make an API Call — Performs an arbitrary authorized API call.

Searches (1)

Look up existing records

List Documents — Lists all documents.

Clicksign and Salesflare

How to connect Clicksign