Connect Guru and Clicksign
Integrate Guru with Clicksign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document in Clicksign when New Folder Created in Guru
Duplicate Document in Clicksign when New Folder Created in Guru
List Templates from Clicksign when New Folder Created in Guru
Delete Document in Clicksign when New Folder Created in Guru
Delete Signatory from Clicksign when New Folder Created in Guru
Popular Guru + Clicksign flows
Start from a real workflow other teams are already running.
Choose a trigger
Guru
When this happens...
Card Created
New Folder Created
New Folder Updated
Folder Deleted
Folder To Pdf Created
Folder Viewed
Card Added To Board
Card Comment Created
Card Comment Deleted
Card Comment Resolved
Card Comment Updated
Card Copied
Card Deleted
Card Favorited
Card Link Copied
Card Restored
Card Unfavorited
Card To Pdf
Card Updated
Card Verified
Card Viewed
Collection Created
Collection Deleted
Collection Exported
Card Draft Created
User Group Created
User Group Deleted
User Group Member Added
Team Member Added
Team Member Removed
Tag Created
Tag Deleted
Tag Updated
Tag Merged
Tag Category Created
Tag Category Deleted
Tag Category Updated
Question Created
Question Answered
Question Deleted
Draft Created
Choose an action
Clicksign
Automatically do this!
Create Document
Duplicate Document
List Templates
Delete Document
Delete Signatory
List Documents
Notifications Email
View Document
View Signer
List envelopes
Create Document in Clicksign when New Folder Created in Guru
Use this flowDuplicate Document in Clicksign when New Folder Created in Guru
Use this flowList Templates from Clicksign when New Folder Created in Guru
Use this flowDelete Document in Clicksign when New Folder Created in Guru
Use this flowDelete Signatory from Clicksign when New Folder Created in Guru
Use this flowList Documents from Clicksign when New Folder Created in Guru
Use this flowNotifications Email via Clicksign when New Folder Created in Guru
Use this flowView Document in Clicksign when New Folder Created in Guru
Use this flowView Signer in Clicksign when New Folder Created in Guru
Use this flowList envelopes in Clicksign when New Folder Created in Guru
Use this flowSupported Triggers & Actions
Everything you can automate between Guru and Clicksign.
When this happensTriggers
A trigger is an event that starts a workflow.
Card Created
Trigger when a user creates a card.
New Folder Created
Trigger when a new Folder/Board Created.
New Folder Updated
Runs when Folder/board is updated
Folder Deleted
Trigger when a new Folder/Board Deleted.
Folder To Pdf Created
Trigger when a Folder/Board To Pdf Created.
Folder Viewed
Trigger when an existing Folder/Board Viewed.
Do thisActions
Action is the task that follows automatically within your Guru integrations.
Create Card
Creates a new Card.
Update Card
Updates the created card.
Delete Card
Deletes an existing card.
Ask a Question
Submits a question to Guru and returns the answer.
Find answers
Find relevant knowledge and documents for a query.
Create Document
Request for creating documents at Clicksign via template.
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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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 Guru
Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Guru and Clicksign 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 Guru and Clicksign 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 Clicksign. No coding required.
Yes. You can set up a workflow where Guru triggers actions in Clicksign, and a separate workflow where Clicksign triggers actions in Guru. 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 Guru and Clicksign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Guru and Clicksign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
