Connect Harvestr and Clicksign
Integrate Harvestr with Clicksign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document in Clicksign when New User Is Created in Harvestr
Duplicate Document in Clicksign when New User Is Created in Harvestr
List Templates from Clicksign when New User Is Created in Harvestr
Delete Document in Clicksign when New User Is Created in Harvestr
Delete Signatory from Clicksign when New User Is Created in Harvestr
Popular Harvestr + Clicksign flows
Start from a real workflow other teams are already running.
Choose a trigger
Harvestr
When this happens...
New User Is Created
Company Is Created
New Discovery Created
New Message Created
New Submitter
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 User Is Created in Harvestr
Use this flowDuplicate Document in Clicksign when New User Is Created in Harvestr
Use this flowList Templates from Clicksign when New User Is Created in Harvestr
Use this flowDelete Document in Clicksign when New User Is Created in Harvestr
Use this flowDelete Signatory from Clicksign when New User Is Created in Harvestr
Use this flowList Documents from Clicksign when New User Is Created in Harvestr
Use this flowNotifications Email via Clicksign when New User Is Created in Harvestr
Use this flowView Document in Clicksign when New User Is Created in Harvestr
Use this flowView Signer in Clicksign when New User Is Created in Harvestr
Use this flowList envelopes in Clicksign when New User Is Created in Harvestr
Use this flowSupported Triggers & Actions
Everything you can automate between Harvestr and Clicksign.
When this happensTriggers
A trigger is an event that starts a workflow.
New User Is Created
Runs when new user is created
Company Is Created
Runs when company is created
New Discovery Created
Runs when new discovery created
New Message Created
Runs when new message created
New Submitter
Runs when New Submitter
Document Cancelled
Triggered when a document is manually cancelled.
Do thisActions
Action is the task that follows automatically within your Harvestr integrations.
Create Message
Create a new inbox message
Create Company
Add a new company
Search Discoveries
Find discoveries by filters
List Company Attributes
Show all company attributes
List User Attributes
Show all user attributes
Create New User
Add a new user
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 Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
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 Harvestr 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 Harvestr 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 Harvestr triggers actions in Clicksign, and a separate workflow where Clicksign triggers actions in Harvestr. 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 Harvestr and Clicksign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvestr 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.
