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Clicksign + Quickbase

Create new documents in Clicksign when new records are added in Quickbase

Take the work out of paperwork with this integration between Quickbase and Clicksign. Whenever new records appear in Quickbase, a document is immediately created in Clicksign, saving you time and reducing manual data entry. This workflow streamlines your process, giving you instant access to important documents linked with your Quickbase records.

Take the work out of paperwork with this integration between Quickbase and Clicksign. Whenever new records appear in Quickbase, a document is immediately created in Clicksign, saving you time and reducing manual data entry. This workflow streamlines your process, giving you instant access to important documents linked with your Quickbase records.

  1. When this happens...
    QuickbaseQuickbase
    New Record

    Triggers when a new record is created.

    TriggerScheduled
  2. automatically do this!
    ClicksignClicksign
    Create Document

    Request for creating documents at Clicksign via upload

    ActionWrite
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Supported triggers and actions

What does this mean?

    • ApplicationRequired

    • TableRequired

    • Criteria Field

    • Criteria Operator

    • Criteria Value

    Trigger
    Scheduled
    Try It

    • ApplicationRequired

    • TableRequired

    Action
    Write

    • ApplicationRequired

    • TableRequired

    • Record IDRequired

    Action
    Write

    • ApplicationRequired

    • TableRequired

    • Criteria Match ConditionRequired

    • Criteria Field

    • Criteria Operator

    • Criteria Value

    • Criteria Set 2: Field

    • Criteria Set 2: Operator

    • Criteria Set 2: Value

    • Criteria Set 3: Field

    • Criteria Set 3: Operator

    • Criteria Set 3: Value

    • Criteria Set 4: Field

    • Criteria Set 4: Operator

    • Criteria Set 4: Value

    • Criteria Set 5: Field

    • Criteria Set 5: Operator

    • Criteria Set 5: Value

    • Sort Field

    • Sort Order

    Action
    Search or write

    • ApplicationRequired

    • TableRequired

    Action
    Write

    • ApplicationRequired

    • TableRequired

    • Record IDRequired

    Action
    Write

    • ApplicationRequired

    • TableRequired

    • Criteria Match ConditionRequired

    • Criteria Field

    • Criteria Operator

    • Criteria Value

    • Criteria Set 2: Field

    • Criteria Set 2: Operator

    • Criteria Set 2: Value

    • Criteria Set 3: Field

    • Criteria Set 3: Operator

    • Criteria Set 3: Value

    • Criteria Set 4: Field

    • Criteria Set 4: Operator

    • Criteria Set 4: Value

    • Criteria Set 5: Field

    • Criteria Set 5: Operator

    • Criteria Set 5: Value

    • Sort Field

    • Sort Order

    Action
    Search

    • Events

    Trigger
    Instant
    Try It
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About Clicksign

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

  • Proposal & Invoice Management
quickbase logo
quickbase logo

About Quickbase

Quickbase makes it easy to create custom applications and workflows to streamline processes, with IT visibility and control.
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