Clicksign
Clicksign is a digital signature platform that enables users to send, sign, and manage legally binding documents online. Integrating Clicksign with Make.com allows automated document workflows, such as sending contracts for signature and tracking their status within other business processes. |
|---|
This is AI-generated content based on official Clicksign documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Clicksign directly.
Requirements
To use the Clicksign app in Make, you must have an active account and access to the API documentation, create your account on Clicksign. For subscription, refer to the Clicksign pricing page.
Connect Clicksign and Make
To get started, you must first create a connection between Clicksign and Make, allowing the two services to communicate.
Obtain your API Key in your Clicksign account
Create the connection in Make.
Obtain your API Key in your Clicksign account
Before you create the connection in Make, you should first obtain your API Key in your Clicksign account.
To obtain your API Key :
Navigate to Settings in the side menu.
Navigate to the API tab.
Click the Generate access token button.
Enter a name for the token and confirm.
Copy the API token displayed on screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Clicksign module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Clicksign account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Clicksign modules
After connecting to the Clicksign app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Clicksign resources
You can have access to more resources related to this app on the following links