Connect Clicksign and Common Room
Integrate Clicksign with Common Room to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Activity From Third Party Source to Common Room when Document Cancelled in Clicksign
Add Contact From Third Party Source in Commonroom when Document Cancelled in Clicksign
List Contact Custom Fields from Common Room when Document Cancelled in Clicksign
List Activity Types from Common Room when Document Cancelled in Clicksign
List Segments from Common Room when Document Cancelled in Clicksign
Popular Clicksign + Common Room flows
Start from a real workflow other teams are already running.
Choose a trigger
Clicksign
When this happens...
Document Cancelled
New Signer
New Document
Document Finalized
Signer Removed
Signatory signs a document
Choose an action
Common Room
Automatically do this!
Add Activity From Third Party Source
Add Contact From Third Party Source
List Contact Custom Fields
List Activity Types
List Segments
List Tags
Add Activity From Third Party Source to Common Room when Document Cancelled in Clicksign
Use this flowAdd Contact From Third Party Source in Commonroom when Document Cancelled in Clicksign
Use this flowList Contact Custom Fields from Common Room when Document Cancelled in Clicksign
Use this flowList Activity Types from Common Room when Document Cancelled in Clicksign
Use this flowList Segments from Common Room when Document Cancelled in Clicksign
Use this flowList Tags from Common Room when Document Cancelled in Clicksign
Use this flowAdd Activity From Third Party Source to Common Room when New Signer from Clicksign
Use this flowAdd Contact From Third Party Source in Commonroom when New Signer from Clicksign
Use this flowList Contact Custom Fields from Common Room when New Signer from Clicksign
Use this flowList Activity Types from Common Room when New Signer from Clicksign
Use this flowSupported Triggers & Actions
Everything you can automate between Clicksign and Common Room.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Cancelled
Triggered when a document is manually cancelled.
New Signer
Triggered when a new signer is added to a document.
New Document
Triggers when new document is uploaded in the clicksign.
Document Finalized
Triggers when a document is manually finalized.
Signer Removed
Triggers when a signers are removed from a document.
Signatory signs a document
Triggers when a signatory signs a document.
Do thisActions
Action is the task that follows automatically within your Clicksign integrations.
Create Document
Request for creating documents at Clicksign via template.
Duplicate Document
Duplicate a document that has already been finalized at Clicksign.
List Templates
Get list of all templates of clicksign.
Delete Document
Delete a document that has already been finalized or canceled at Clicksign. The result is permanent removal of the document from the account.
Delete Signatory
Permanently delete a signatory.
List Documents
Get list of all documents of clicksign using envelope id.
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 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
About Common Room
Common Room is a community intelligence platform designed to help organizations understand, engage, and grow their communities. By aggregating data from various community platforms, it provides insights and analytics to enhance community engagement and drive business outcomes.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clicksign and Common Room 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 Clicksign and Common Room 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 Common Room. No coding required.
Yes. You can set up a workflow where Clicksign triggers actions in Common Room, and a separate workflow where Common Room triggers actions in Clicksign. 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 Clicksign and Common Room. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clicksign and Common Room integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
