Connect eSignatures and Copilot
Integrate eSignatures with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Copilot when New Fully Signed Contract in eSignatures
Create Company in Copilot when New Fully Signed Contract in eSignatures
Create Message Channel in Copilot when New Fully Signed Contract in eSignatures
Create Link on Copilot when New Fully Signed Contract in eSignatures
Create Folder in Copilot when New Fully Signed Contract in eSignatures
Popular eSignatures + Copilot flows
Start from a real workflow other teams are already running.
Choose a trigger
eSignatures
When this happens...
New Fully Signed Contract
Signer Views Contract
New Contract Sent to Signer
New Contract Signed
Choose an action
Copilot
Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
Create Client in Copilot when New Fully Signed Contract in eSignatures
Use this flowCreate Company in Copilot when New Fully Signed Contract in eSignatures
Use this flowCreate Message Channel in Copilot when New Fully Signed Contract in eSignatures
Use this flowCreate Link on Copilot when New Fully Signed Contract in eSignatures
Use this flowCreate Folder in Copilot when New Fully Signed Contract in eSignatures
Use this flowCreate File in Copilot when New Fully Signed Contract in eSignatures
Use this flowCreate Note in Copilot when New Fully Signed Contract in eSignatures
Use this flowUpdate a Note in Copilot when New Fully Signed Contract in eSignatures
Use this flowUpdate Client in Copilot when New Fully Signed Contract in eSignatures
Use this flowUpdate Company in Copilot when New Fully Signed Contract in eSignatures
Use this flowSupported Triggers & Actions
Everything you can automate between eSignatures and Copilot.
When this happensTriggers
A trigger is an event that starts a workflow.
New Fully Signed Contract
Runs when a contract is fully signed by all parties.
Signer Views Contract
Runs when signer views a contract. Select a contract or signer to filter.
New Contract Sent to Signer
Runs when new contract is sent to a signer.
New Contract Signed
Runs when new contract is signed.
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your eSignatures integrations.
Create Contract
Create a new contract and configure signers, template, expiry, emails, labels, and branding.
Withdraw Contract
Withdraws a contract so it can no longer be signed.
Add Contract Signer
Adds a new signer to an existing contract.
Update Contract Signer
Updates an existing signer on a contract.
Delete Contract Signer
Removes a signer from a contract.
Resend Signature Request
Resend a contract's signature request to a selected signer.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating eSignatures and Copilot free
No credit card required. Set up your first workflow in minutes.
About eSignatures
eSignatures.io is a platform that provides electronic signature solutions, enabling users to sign documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to manage contracts and agreements digitally.
Learn more
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your eSignatures and Copilot 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 eSignatures and Copilot 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 Copilot. No coding required.
Yes. You can set up a workflow where eSignatures triggers actions in Copilot, and a separate workflow where Copilot triggers actions in eSignatures. 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 eSignatures and Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire eSignatures and Copilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
