Connect Click and Sign integrations
Certify your business contracts by automating Click and Sign to collect legal signatures via WhatsApp, SMS, or email. Connecting this platform to our workflow automation tool lets you instantly send files, verify document status, and sync audit evidence. Route signed PDFs straight into your CRM. Register your account now to deploy your first automated transaction pipeline.
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App developer is its official vendor.
This app is supported and maintained by the vendor Lleida.net.
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Retrieves any file associated with the signature process, the documents to be signed on the web or attached to any of the emails, and the signature evidence resulting from the process or the documents signed.
The Get Signature Status retrieves the status of a specific signature process.
Performs an arbitrary authorized API Call
Initiates a signature process with the signatories. The maximum number of files at a time is 20. The maximum total size of file attachments allowed cannot exceed 25MB.
Connect any app with Click and Sign
Popular Click and Sign workflows.
Automate Click and Sign with Make. Connect your favorite tools, simplify document signatures, and build efficient workflows.
Integrate Click and Sign with Make to Automate Your Workflows
By connecting Click and Sign with Make, you can automate contract dispatches, instantly save signed documents, alert your team in real time, and trigger onboarding workflows.
Automatically send signing requests via Click and Sign the moment a new lead is marked as won in your CRM.
Instantly save fully signed contracts to your preferred cloud storage, like Google Drive or Dropbox, without manual downloads.
Keep your team in the loop by sending instant Slack or Microsoft Teams notifications as soon as a client signs a document.
Automatically update customer records and pipeline stages in your database the second a signature is secured.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
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