Connect eSignatures and Preset Cloud
Integrate eSignatures with Preset Cloud to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Teams in Preset Cloud when New Fully Signed Contract in eSignatures
Get Team Members in Presetcloud9 when New Fully Signed Contract in eSignatures
Delete a Team Member in Presetcloud9 when New Fully Signed Contract in eSignatures
List All Teams in Preset Cloud when Signer Views Contract in eSignatures
Get Team Members in Presetcloud9 when Signer Views Contract in eSignatures
Popular eSignatures + Preset Cloud 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
Preset Cloud
Automatically do this!
List All Teams
Get Team Members
Delete a Team Member
List All Teams in Preset Cloud when New Fully Signed Contract in eSignatures
Use this flowGet Team Members in Presetcloud9 when New Fully Signed Contract in eSignatures
Use this flowDelete a Team Member in Presetcloud9 when New Fully Signed Contract in eSignatures
Use this flowList All Teams in Preset Cloud when Signer Views Contract in eSignatures
Use this flowGet Team Members in Presetcloud9 when Signer Views Contract in eSignatures
Use this flowDelete a Team Member in Presetcloud9 when Signer Views Contract in eSignatures
Use this flowList All Teams in Preset Cloud when New Contract Sent to Signer via eSignatures
Use this flowGet Team Members in Presetcloud9 when New Contract Sent to Signer via eSignatures
Use this flowDelete a Team Member in Presetcloud9 when New Contract Sent to Signer via eSignatures
Use this flowList All Teams in Preset Cloud when New Contract Signed in eSignatures
Use this flowSupported Triggers & Actions
Everything you can automate between eSignatures and Preset Cloud.
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.
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About Preset Cloud
Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your eSignatures and Preset Cloud 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 Preset Cloud 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 Preset Cloud. No coding required.
Yes. You can set up a workflow where eSignatures triggers actions in Preset Cloud, and a separate workflow where Preset Cloud 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 Preset Cloud. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire eSignatures and Preset Cloud integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.