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.

When this happens...
New Record
Triggers when a new record is created.
TriggerScheduled
automatically do this!
Create Document
Request for creating documents at Clicksign via upload
ActionWrite

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Supported triggers and actions

- 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
- 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

- 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
- 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 Quickbase

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

Related categories

Databases

Clicksign + Quickbase

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

Supported triggers and actions

New Record

Create / Update Records From Array

Update Record

Find or Create Record

Add Signer to Document

Cancel Document

Create Document

Delete Document

Duplicate Document

List Templates

Notifications Email

Notifications WhatsApp

View Document

Update Document

Create Record

Delete Record

Find Record

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 Quickbase

Related categories

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