Connect eSignatures and Klipfolio
Integrate eSignatures with Klipfolio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a user to the role in Klipfolio when New Contract Signed in eSignatures
Delete Group in Klipfolio when Signer Views Contract in eSignatures
Delete Klip from Tab in Klipfolio when Signer Views Contract in eSignatures
Add Klip to Tab in Klipfolio when Signer Views Contract in eSignatures
Delete Klip in Klipfolio when Signer Views Contract in eSignatures
Popular eSignatures + Klipfolio 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
Klipfolio
Automatically do this!
Add User to Group
Delete User from Group
Reset Password operation
Resend Invitation
Create/Update User Properties
Delete User Properties
Assign User to Role
Remove User from Role
Delete User Tab Instance
Add a user to the role
Remove a User from Role
Create New Group
Update Group Details
Delete Group
Create New Tab
Update Tab Details
Delete Tab
Create New Klip
Update Klip Details
Delete Klip
Add Klip to Tab
Delete Klip from Tab
Add a user to the role in Klipfolio when New Contract Signed in eSignatures
Use this flowDelete Group in Klipfolio when Signer Views Contract in eSignatures
Use this flowDelete Klip from Tab in Klipfolio when Signer Views Contract in eSignatures
Use this flowAdd Klip to Tab in Klipfolio when Signer Views Contract in eSignatures
Use this flowDelete Klip in Klipfolio when Signer Views Contract in eSignatures
Use this flowCreate New Group in Klipfolio when New Contract Sent to Signer via eSignatures
Use this flowAdd Klip to Tab in Klipfolio when New Contract Sent to Signer via eSignatures
Use this flowDelete User Properties in Klipfolio when Signer Views Contract in eSignatures
Use this flowUpdate Klip Details in Klipfolio when New Fully Signed Contract in eSignatures
Use this flowDelete User from Group in Klipfolio when Signer Views Contract in eSignatures
Use this flowSupported Triggers & Actions
Everything you can automate between eSignatures and Klipfolio.
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.
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.
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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 Klipfolio
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your eSignatures and Klipfolio 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 Klipfolio 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 Klipfolio. No coding required.
Yes. You can set up a workflow where eSignatures triggers actions in Klipfolio, and a separate workflow where Klipfolio 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 Klipfolio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire eSignatures and Klipfolio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
