SignRequest, Clientjoy Integrations

Clientjoy
SignRequest
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Triggers

SignRequest

Watch Events INSTANT

Watches SignRequest events.

Clientjoy

Watch Customers INSTANT

Triggers when a new customer is created.

Clientjoy

Watch Invoices INSTANT

Triggers when a new invoice is created.

Clientjoy

Watch Leads INSTANT

Triggers when a new lead created.

Clientjoy

Watch Proposals INSTANT

Triggers when a new proposal is created.

Clientjoy

Watch Updated Customers INSTANT

Triggers when a customer is updated.

Clientjoy

Watch Updated Leads INSTANT

Triggers when a lead is updated.

Actions

SignRequest

Cancel a SignRequest

Cancels a SignRequest.

SignRequest

Create a Document

Creates a document.

SignRequest

Create a Document Attachment

Creates an attachment for a document.

SignRequest

Create a SignRequest

Creates a SignRequest.

SignRequest

Create Quick SignRequest

Creates a document and SignRequest in one call.

SignRequest

Delete a Document

Deletes a document.

SignRequest

Get a Document

Retrieves a document.

SignRequest

Get a Document Attachment

Retrieves a document attachment.

SignRequest

Get an Event

Retrieves an event.

SignRequest

Get a SignRequest

Retrieves a SignRequest.

SignRequest

Get a Team Member

Retrieves a team member.

SignRequest

Get a Template

Retrieves a template.

SignRequest

Make an API Call

Performs an arbitrary authorized API call.

SignRequest

Resend a SignRequest

Resends a SignRequest.

Clientjoy

Create a Customer

Creates a new customer.

Clientjoy

Create a Lead

Creates a new lead.

Clientjoy

Create an Invoice

Creates a new invoice.

Clientjoy

Create a Proposal

Creates a new proposal.

Clientjoy

Make an API Call

Performs an arbitrary authorized API call.

Clientjoy

Update a Customer

Updates an existing customer.

Clientjoy

Update a Lead

Updates an existing lead.

Searches

SignRequest

List a Document's Attachments

Retrieves a document's attachments.

SignRequest

List Documents

Retrieves all documents.

SignRequest

List Events

Retrieves all events.

SignRequest

List SignRequests

Retrieves all SignRequests.

SignRequest

List Team Members

Retrieves all team members.

SignRequest

List Teams

Retrieves all teams.

SignRequest

List Templates

Retrieves all templates.

SignRequest

Search Documents

Searches for documents using general or specific queries.

Clientjoy

Find a Customer

Finds a customer.

Clientjoy

Find a Lead

Finds a lead.

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