Connect InvGate Service Management and Clicksign
Integrate InvGate Service Management with Clicksign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when Document Cancelled in Clicksign
Get Categories from InvGate Service Management when Document Cancelled in Clicksign
Get Users from InvGate Service Management when Document Cancelled in Clicksign
Get Incident Details from InvGate Service Management when Document Cancelled in Clicksign
Create User in InvGate Service Management when Document Cancelled in Clicksign
Popular InvGate Service Management + Clicksign flows
Start from a real workflow other teams are already running.
Choose a trigger
InvGate Service Management
When this happens...
- Request a new Trigger for InvGate Service Management
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 Incident in InvGate Service Management when Document Cancelled in Clicksign
Use this flowGet Categories from InvGate Service Management when Document Cancelled in Clicksign
Use this flowGet Users from InvGate Service Management when Document Cancelled in Clicksign
Use this flowGet Incident Details from InvGate Service Management when Document Cancelled in Clicksign
Use this flowCreate User in InvGate Service Management when Document Cancelled in Clicksign
Use this flowCreate Incident in InvGate Service Management when New Signer from Clicksign
Use this flowGet Categories from InvGate Service Management when New Signer from Clicksign
Use this flowGet Users from InvGate Service Management when New Signer from Clicksign
Use this flowGet Incident Details from InvGate Service Management when New Signer from Clicksign
Use this flowCreate User in InvGate Service Management when New Signer from Clicksign
Use this flowSupported Triggers & Actions
Everything you can automate between InvGate Service Management and Clicksign.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Cancelled
Triggered when a document is manually cancelled.
New Signer
Triggered when a new signer is added to a document.
New Document
Triggers when new document is uploaded in the clicksign.
Document Finalized
Triggers when a document is manually finalized.
Signer Removed
Triggers when a signers are removed from a document.
Signatory signs a document
Triggers when a signatory signs a document.
Do thisActions
Action is the task that follows automatically within your InvGate Service Management integrations.
Create Incident
Create an incident with title, requester, creator, priority, category, and optional description, location, occurrence date, and related items.
Get Categories
Retrieve service categories used to classify incidents and service requests.
Get Users
Action to list users
Get Incident Details
Retrieve details for a specific incident by ID, with options to include comments and format dates.
Create User
Create a new user with profile, contact, manager, and address details.
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 InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
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 InvGate Service Management 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 InvGate Service Management 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 InvGate Service Management triggers actions in Clicksign, and a separate workflow where Clicksign triggers actions in InvGate Service Management. 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 InvGate Service Management and Clicksign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire InvGate Service Management 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.
