Connect Order Sender to Clicksign

Both apps 36Order Sender 25Clicksign 11

• Trigger
  New Client

  Triggers when a new customer is added to your Order Sender Business account.

• Trigger
  New Order

  Triggers when a new order is sent in Order Sender Business. Fires once per order line (article) of orders sent in the last 7 days.

• Trigger
  New Product

  Triggers when a new product is added to your Order Sender catalog.

• Action
  Delete Discount

  Deletes a discount in Order Sender Business, identified by its customer and supplier codes and optionally its product or product category.

• Action
  Delete Payment Condition

  Deletes a payment condition from Order Sender Business by its code.

• Action
  Delete Product

  Deletes a product of a supplier by its product code.

• Action
  Delete Secondary Address

  Deletes a customer's secondary address, identified by the customer code and the address name.

• Action
  Export Clients

  Returns every customer in your Order Sender Business account, with contact details, address, tax data and assigned agents.

• Action
  Export Commissions

  Returns the commission rules defined in Order Sender Business, optionally limited to one supplier.

• Action
  Export Discounts

  Returns the discounts defined in Order Sender Business, optionally only those for one customer.

• Action
  Export Orders

  Exports orders from Order Sender Business, optionally filtered by date range, order number range, supplier or specific order numbers.

• Action
  Export Payment Conditions

  Returns the payment conditions defined in Order Sender, optionally limited to one supplier.

• Action
  Export Price Lists

  Returns the price lists in your Order Sender account, with each product's price and discounts, optionally limited to one supplier.

• Action
  Export Products

  Returns the products in your Order Sender account, optionally limited to one supplier.

• Action
  Export Secondary Addresses

  Returns the secondary addresses (sedi) of your Order Sender customers, optionally only those of one customer.

• Action
  Export Suppliers

  Returns every supplier in the Order Sender Business account with its code, name, contacts, address and commission settings.

• Action
  Import Client

  Creates or updates a customer in Order Sender Business, matched by its unique customer code.

• Action
  Import Client Payment Condition

  Assigns a payment condition to a customer in Order Sender Business, optionally scoped to a supplier.

• Action
  Import Commission

  Imports a commission rate for a supplier, optionally limited to a product or product category, into Order Sender Business.

• Action
  Import Discount

  Creates or updates a discount for a customer and supplier, optionally limited to a product or product category.

• Action
  Import Payment Condition

  Creates or updates a payment condition in Order Sender by its code.

• Action
  Import Price List

  Imports a product price into a supplier's price list in Order Sender, creating or updating the price list entry.

• Action
  Import Product

  Creates or updates a product in the Order Sender catalog.

• Action
  Import Secondary Address

  Creates or updates a secondary address (sede) for a customer in Order Sender Business.

• Action
  Import Supplier

  Creates or updates a supplier in Order Sender Business, matched by its unique supplier code.

• Action
  Create Signer

  Creates a signer on a Clicksign envelope and returns the new signer record, ready to be linked to the envelope's documents.

• Action
  Delete Document

  Deletes a draft document from a Clicksign envelope.

• Action
  Delete Signer

  Deletes a signer from an envelope, as long as the signer has not started signing.

• Action
  List Documents

  Returns the documents in a Clicksign envelope, with each document's status, file name and download link.

• Action
  List Templates

  Returns the document templates (modelos) in your Clicksign account.

• Action
  Notifications Email

  Sends a signer a notification asking them to sign an envelope, with an optional custom message and email wording. Returns the notification and whether the signer was notified.

• Action
  Notifications SMS

  Re-sends the signing notification to a signer of an envelope, delivered over the channel the signer is set up for (SMS for SMS signers), with an optional custom message.

• Action
  Notifications WhatsApp

  Sends a reminder to a signer on an envelope through the WhatsApp channel configured for that signer, and returns whether the signer was notified.

• Action
  Remove Signer From Document

  Removes a signer who has not yet started signing from a Clicksign envelope.

• Action
  View Document

  Returns the current details and status of a document inside a Clicksign envelope.

• Action
  View Signer

  Returns the current details of a signer on a Clicksign envelope, including name, email, phone number and notification preferences.

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