Clicksign and Salesflare
How to connect Clicksign
- Via Zapier — 20 operations available. Set it up ↗
- Via Make — 8 modules available. Set it up ↗
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.
Similar apps
Better Proposals Sales proposals made simple.
Ignition Ignition makes it simple to engage clients, get paid and run your business on autopilot. From im…
Quotient Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ul…
PaintScout PaintScout helps estimate & sell painting jobs.
Zoho Invoice Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept paym…
Qwilr Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intu…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free