Clicksign + Manychat

Generate Clicksign documents from templates for each new Manychat tagged user

When a new user gets tagged in Manychat, this workflow swiftly generates a document from a pre-defined template in Clicksign. No need for manual entry or sifting through files; it eases your administrative load and keeps your documentation consistent and up-to-date. This efficient process not only saves time but also enhances customer management in your business operations.

When this happens...
New Tagged User
Triggers when a new tag is added to a user.
TriggerInstant
automatically do this!
Create Document From Template
Request for creating documents at Clicksign via template.
ActionWrite

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Supported triggers and actions

Chat Opened
Triggers when a chat is opened with a user.
Trigger
Instant
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New Order Paid
Triggers when a user has purchased an order.
Trigger
Instant
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- Custom FieldRequired
Trigger
Instant
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- UserRequired
- TagRequired
Action
Write
- UserRequired
- TagRequired
Action
Write

- UserRequired
- ContentRequired
Action
Write
- UserRequired
- Custom FieldRequired
- ValueRequired
Action
Write

- UserRequired
- SequenceRequired
Action
Write
- Custom FieldRequired
Action
Search
- NameRequired
Action
Search
- Document KeyRequired
- Signer KeyRequired
- Sign AsRequired
- Group
- Message
Action
Write
- Document KeyRequired
Action
Write
- PathRequired
- FileRequired
- Deadline at
- Auto Close
- Locale
- Sequence Enabled
- Remind Interval
Action
Write
- Document KeyRequired
Action
Write
- Document KeyRequired
Action
Write
List Templates
Request to view list of templates in Clicksign.
Action
Write
- Request Signature Key
- Message
- URL
Action
Write
- Request Signature Key
Action
Write
- Document KeyRequired
Action
Write
- Document KeyRequired
- Deadline At
- Auto Close
- Locale
- Sequence Enabled
- Remind Interval
Action
Write

- EventRequired
Trigger
Instant
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New Subscriber
Triggers when a user subscribes to your page.
Trigger
Instant
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- TagRequired
Trigger
Instant
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- First Name
- Last Name
- Phone
- WhatsApp Phone
- Email
- Gender
- Has Opt In Sms
- Has Opt In Email
- Consent Phrase
Action
Write
- UserRequired
- Message tag
- Json dynamic messageRequired
Action
Write
- UserRequired
- Message tag
- Message textRequired
Action
Write
- UserRequired
- SequenceRequired
Action
Write
- Order IDRequired
Action
Search
- User IDRequired
Action
Search
- Events
Trigger
Instant
Try It
- Document keysRequired
- Signer's unique key.Required
- Summary
Action
Write
- KeyRequired
- PathRequired
- Template
Action
Write
- Email
- Phone Number
- AuthsRequired
- Name
- Documentation
- Birthday
- Has Documentation
- Delivery
- Selfie Enabled
- Handwritten Enabled
- Official Document Enabled
Action
Write
- Signer KeyRequired
Action
Write
- Page numberRequired
Action
Write
List Webhooks
After registering the Webhook, it can be consulted.
Action
Write
- Request Signature Key
Action
Write
- List keyRequired
Action
Write
- Signer KeyRequired
Action
Write

About Clicksign

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

Learn more

Related categories

Proposal & Invoice Management

About Manychat

Manychat is an all-in-one Messenger Marketing platform. Create your Facebook Messenger bot for marketing, sales and support with our simple drag'n'drop builder. Effectively promote with built-in tools for growing audience. Start today – it's easy and free.

Learn more

Related categories

Social Media Marketing

Clicksign + Manychat

Generate Clicksign documents from templates for each new Manychat tagged user

Chat Opened

New Order Paid

New or Updated Custom Field

Add Tag to User

Remove Tag From User

Send Content to User

Set Custom Field

Unsubscribe User From Sequence

Find User by Custom Field

Find User by Name

Add Signer to Document

Cancel Document

Create Document

Delete Document

Duplicate Document

List Templates

Notifications Email

Notifications WhatsApp

View Document

Update Document

New “Trigger a Zap” Event

New Subscriber

New Tagged User

Create Subscriber

Send Dynamic Message to User

Send Text Message to User

Subscribe User to Sequence

Find Order by ID

Find User by ID

Triggers Event When a Event Occur.

Batches

Create Document From Template

Create Signer

Delete Signer

List Documents

List Webhooks

Notifications SMS

Remove Signer From Document

View Signer

About Clicksign

Related categories

About Manychat

Related categories

Similar apps

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