
When this happens...

Automatically do this!
Create Document
Duplicate Document
List Templates
Delete Document
Delete Signatory
List Documents
Notifications Email
View Document
View Signer
List envelopes
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a document is manually cancelled.
Triggered when a new signer is added to a document.
Triggers when new document is uploaded in the clicksign.
Triggers when a document is manually finalized.
Triggers when a signers are removed from a document.
Triggers when a signatory signs a document.
Action is the task that follows automatically within your CircleCI integrations.
Creates a organization.
Creates a new URL Orb allow-list entry
Creates a new Project.
Creates an Environment variable.
Request for creating documents at Clicksign via template.
Duplicate a document that has already been finalized at Clicksign.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your CircleCI and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in CircleCI triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how CircleCI data is recorded in Clicksign. This includes choosing which data fields go into which fields of Clicksign, setting up custom formats, and filtering out unwanted information.
The data sync between CircleCI and Clicksign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CircleCI and Clicksign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
CircleCI is a leading continuous integration and delivery platform that automates the software development process, allowing teams to build, test, and deploy applications quickly and efficiently. It integrates seamlessly with popular version control systems and provides powerful tools for managing complex workflows, ensuring high-quality software delivery.
Learn MoreClicksign 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.
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