Connect Breeze and Clicksign
Integrate Breeze with Clicksign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document in Clicksign when When a new project is created in Breeze
Duplicate Document in Clicksign when When a new project is created in Breeze
List Templates from Clicksign when When a new project is created in Breeze
Delete Document in Clicksign when When a new project is created in Breeze
Delete Signatory from Clicksign when When a new project is created in Breeze
Popular Breeze + Clicksign flows
Start from a real workflow other teams are already running.
Choose a trigger
Breeze
When this happens...
When a new project is created
When a new file is added to a project
When a new task is created
When a file is added to a project
Choose an action
Clicksign
Automatically do this!
Create Document
Duplicate Document
List Templates
Delete Document
Delete Signatory
List Documents
Notifications Email
View Document
View Signer
List envelopes
Create Document in Clicksign when When a new project is created in Breeze
Use this flowDuplicate Document in Clicksign when When a new project is created in Breeze
Use this flowList Templates from Clicksign when When a new project is created in Breeze
Use this flowDelete Document in Clicksign when When a new project is created in Breeze
Use this flowDelete Signatory from Clicksign when When a new project is created in Breeze
Use this flowList Documents from Clicksign when When a new project is created in Breeze
Use this flowNotifications Email via Clicksign when When a new project is created in Breeze
Use this flowView Document in Clicksign when When a new project is created in Breeze
Use this flowView Signer in Clicksign when When a new project is created in Breeze
Use this flowList envelopes in Clicksign when When a new project is created in Breeze
Use this flowSupported Triggers & Actions
Everything you can automate between Breeze and Clicksign.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new project is created
Runs the workflow automatically whenever a new project is created.
When a new file is added to a project
Runs the workflow automatically when a new file is added to a project in Breeze.
When a new task is created
Runs the workflow automatically whenever a new task is created in the selected project.
When a file is added to a project
Runs the workflow automatically whenever a tag is added to any task.
Document Cancelled
Triggered when a document is manually cancelled.
New Signer
Triggered when a new signer is added to a document.
Do thisActions
Action is the task that follows automatically within your Breeze integrations.
Create Project
Create a new project with name, description, workspace, budget (amount, hours, hourly rate), currency, and invitees.
Create New Task
Creates a new task.
Create Workspace
Creates a new workspace.
Add Comment
Add a comment to a task.
List Project Tasks
List tasks for a project
List Active Projects
Show all active projects
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Breeze
Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.
Learn moreSimilar apps
About Clicksign
Clicksign is a digital signature platform that enables users to sign documents electronically, ensuring security and compliance. It streamlines the process of document signing, making it efficient and paperless.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Breeze and Clicksign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Breeze and Clicksign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clicksign. No coding required.
Yes. You can set up a workflow where Breeze triggers actions in Clicksign, and a separate workflow where Clicksign triggers actions in Breeze. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Breeze and Clicksign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Breeze and Clicksign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
