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Connect Clicksign and Jotform

Integrate Clicksign with Jotform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Clicksign and Jotform.

When this happensTriggers

A trigger is an event that starts a workflow.

Document Cancelled

Document Cancelled

Triggered when a document is manually cancelled.

New Signer

New Signer

Triggered when a new signer is added to a document.

New Document

New Document

Triggers when new document is uploaded in the clicksign.

Document Finalized

Document Finalized

Triggers when a document is manually finalized.

Signer Removed

Signer Removed

Triggers when a signers are removed from a document.

Signatory signs 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

Create Document

Request for creating documents at Clicksign via template.

Duplicate Document

Duplicate Document

Duplicate a document that has already been finalized at Clicksign.

List Templates

List Templates

Get list of all templates of clicksign.

Delete Document

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

Delete Signatory

Permanently delete a signatory.

List Documents

List Documents

Get list of all documents of clicksign using envelope id.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Video 1

Learn how to automate Clicksign and Jotform workflows.

Video 2

Learn how to automate Clicksign and Jotform workflows.

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Integrations Clicksign
Clicksign + Jotform
Clicksign logo

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
Integrations Jotform
Jotform + Clicksign
Jotform logo

About Jotform

Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.

Learn more

Frequently Asked Questions

How do I connect Clicksign and Jotform?

Sign up for a free viaSocket account, then authorize both your Clicksign and Jotform 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Clicksign and Jotform as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Clicksign to Jotform?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Jotform. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Clicksign triggers actions in Jotform, and a separate workflow where Jotform triggers actions in Clicksign. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Clicksign and Jotform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Clicksign and Jotform integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.