Full list

Supported Triggers & Actions

Everything you can automate between Patreon and Clicksign.

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Signatory signs a document

Signatory signs a document

Triggers when a signatory signs a document.

Request a new Trigger for Patreon

Do thisActions

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

Fetch Current User Info

Fetch Current User Info

Retrieves the authenticated Patreon user's profile information

Fetch Creator Profile and Campaign Information

Fetch Creator Profile and Campaign Information

Retrieves the authenticated Patreon user’s campaign details, including rewards, goals, and pledges

List All Campaign

List All Campaign

List all the campaign

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.

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 Patreon
Patreon + Clicksign
Patreon logo

About Patreon

Patreon is a membership platform that provides tools for creators to run a subscription content service, offering ways for artists, writers, and other creators to earn a monthly income by providing rewards and perks to their subscribers.

Learn more
Integrations Clicksign
Clicksign + Patreon
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 Patreon and Clicksign?

Sign up for a free viaSocket account, then authorize both your Patreon 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 Patreon 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 Patreon 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 Patreon triggers actions in Clicksign, and a separate workflow where Clicksign triggers actions in Patreon. 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 Patreon 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 Patreon 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.