Full list

Supported Triggers & Actions

Everything you can automate between Jandi and Clicksign.

When this happensTriggers

A trigger is an event that starts a workflow.

New Messsage Begins

New Messsage Begins

Triggers when a new message begins with trigger word in Jandi.

Document Cancelled

Document Cancelled

Triggered when a document is manually cancelled.

New Signer

New Signer

Triggered when a new signer is added to a document.

New Document

New Document

Triggers when new document is uploaded in the clicksign.

Document Finalized

Document Finalized

Triggers when a document is manually finalized.

Signer Removed

Signer Removed

Triggers when a signers are removed from a document.

Do thisActions

Action is the task that follows automatically within your Jandi integrations.

Send Jandi Webhook Message

Send Jandi Webhook Message

Send message to Jandi webhook

Create Document

Create Document

Request for creating documents at Clicksign via template.

Duplicate Document

Duplicate Document

Duplicate a document that has already been finalized at Clicksign.

List Templates

List Templates

Get list of all templates of clicksign.

Delete Document

Delete Document

Delete a document that has already been finalized or canceled at Clicksign. The result is permanent removal of the document from the account.

Delete Signatory

Delete Signatory

Permanently delete a signatory.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Jandi
Jandi + Clicksign
Jandi logo

About Jandi

Jandi is a powerful team collaboration platform designed to enhance communication and productivity within organizations. It offers features like group messaging, file sharing, and task management, making it an ideal solution for teams looking to streamline their workflows and improve collaboration.

Learn more
Integrations Clicksign
Clicksign + Jandi
Clicksign logo

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

How do I connect Jandi and Clicksign?

Sign up for a free viaSocket account, then authorize both your Jandi 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Jandi and Clicksign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Jandi to Clicksign?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Jandi triggers actions in Clicksign, and a separate workflow where Clicksign triggers actions in Jandi. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Jandi and Clicksign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Jandi 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.