Connect Clicksign and Kylas CRM
Integrate Clicksign with Kylas CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Lead in Kylas CRM when Document Cancelled in Clicksign
Create Contact in Kylas CRM when Document Cancelled in Clicksign
Create Company in Kylas-crm when Document Cancelled in Clicksign
Create Deal in Kylas CRM when Document Cancelled in Clicksign
Find Contacts in Kylas CRM when Document Cancelled in Clicksign
Popular Clicksign + Kylas CRM 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
Kylas CRM
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contacts
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Create or Update Lead in Kylas CRM when Document Cancelled in Clicksign
Use this flowCreate Contact in Kylas CRM when Document Cancelled in Clicksign
Use this flowCreate Company in Kylas-crm when Document Cancelled in Clicksign
Use this flowCreate Deal in Kylas CRM when Document Cancelled in Clicksign
Use this flowFind Contacts in Kylas CRM when Document Cancelled in Clicksign
Use this flowSearch Deal in Kylas CRM when Document Cancelled in Clicksign
Use this flowFind Company in Kylas CRM when Document Cancelled in Clicksign
Use this flowSearch Lead in Kylas-crm when Document Cancelled in Clicksign
Use this flowDelete Lead in Kylas CRM when Document Cancelled in Clicksign
Use this flowUpdate Company in Kylas CRM when Document Cancelled in Clicksign
Use this flowSupported Triggers & Actions
Everything you can automate between Clicksign and Kylas CRM.
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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AI will build it for you
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 Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clicksign and Kylas CRM 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 Kylas CRM 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 Kylas CRM. No coding required.
Yes. You can set up a workflow where Clicksign triggers actions in Kylas CRM, and a separate workflow where Kylas CRM 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 Kylas CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clicksign and Kylas CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
