Connect Needle and Clicksign
Integrate Needle with Clicksign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Collection in Needle when Document Cancelled in Clicksign
List All Collections from Needle when Document Cancelled in Clicksign
List Collection Files from Needle when Document Cancelled in Clicksign
Add Files to Collection in Needle when Document Cancelled in Clicksign
Search Collection Content in Needle when Document Cancelled in Clicksign
Popular Needle + Clicksign flows
Start from a real workflow other teams are already running.
Choose a trigger
Needle
When this happens...
- Request a new Trigger for Needle
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 New Collection in Needle when Document Cancelled in Clicksign
Use this flowList All Collections from Needle when Document Cancelled in Clicksign
Use this flowList Collection Files from Needle when Document Cancelled in Clicksign
Use this flowAdd Files to Collection in Needle when Document Cancelled in Clicksign
Use this flowSearch Collection Content in Needle when Document Cancelled in Clicksign
Use this flowDelete Files From Collection in Needle when Document Cancelled in Clicksign
Use this flowCreate New Collection in Needle when New Signer from Clicksign
Use this flowList All Collections from Needle when New Signer from Clicksign
Use this flowList Collection Files from Needle when New Signer from Clicksign
Use this flowAdd Files to Collection in Needle when New Signer from Clicksign
Use this flowSupported Triggers & Actions
Everything you can automate between Needle 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 Needle integrations.
Create New Collection
Create a new collection
List All Collections
List all your collections
List Collection Files
List all files in a collection
Add Files to Collection
Add files to a collection
Search Collection Content
Find items by text & filters
Delete Files From Collection
Delete files from a collection
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 Needle
Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.
Learn more
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 Needle 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 Needle 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 Needle triggers actions in Clicksign, and a separate workflow where Clicksign triggers actions in Needle. 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 Needle and Clicksign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Needle 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.
