Connect Vouchery.io to Clicksign

Both apps 26Vouchery.io 15Clicksign 11

• Trigger
  New Voucher

  Triggers when a new voucher is created in the selected Vouchery campaign.

• Action
  Add campaign

  Creates a promo campaign in Vouchery — either a main campaign or a sub campaign under an existing main campaign — and returns the new campaign.

• Action
  Assign vouchers to customer

  Assigns one or more voucher codes to a customer and returns the customer's updated record.

• Action
  Cancel redemption

  Cancels a redemption by its redemption ID, marking it as cancelled.

• Action
  Confirm redemption

  Confirms a redemption so it counts toward the campaign's budget and total redemptions. Returns the confirmed redemption.

• Action
  Create Customer

  Creates a customer in Vouchery with their unique identifier, contact details, segment categories and metadata.

• Action
  Create Redemption

  Redeems a voucher code for a purchase, recording the order total or line items and returning the redemption with the discount and rewards granted.

• Action
  Delete customer

  Deletes a customer from your Vouchery project by their identifier.

• Action
  Find Voucher

  Finds a voucher by its code and returns its status, campaign, customer and redemption details.

• Action
  Get campaign

  Returns a single Vouchery campaign by its ID, including its rules, rewards, budget and voucher statistics.

• Action
  Get customer

  Returns a single customer by their identifier, including profile details, segments, loyalty points and voucher/redemption statistics.

• Action
  Get redemption

  Returns a single redemption by its ID, including its voucher, campaign, customer, confirmation status and granted rewards.

• Action
  List campaigns

  Returns the campaigns in your Vouchery project, optionally filtered by name, team, status, template or loyalty program.

• Action
  List customers

  Returns the customers in your Vouchery project, optionally filtered by identifier or email.

• Action
  Update customer

  Updates an existing customer's name, email, referral code, birthdate, segments or metadata. Only the values you provide are changed.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.