Connect Phrase and Clicksign
Integrate Phrase with Clicksign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Phrase + Clicksign flows
Start from a real workflow other teams are already running.
Choose a trigger
Phrase
When this happens...
Job Created
Job Started
Job Completed
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 Job Created in Phrase
Use this flowDuplicate Document in Clicksign when Job Created in Phrase
Use this flowList Templates from Clicksign when Job Created in Phrase
Use this flowDelete Document in Clicksign when Job Created in Phrase
Use this flowDelete Signatory from Clicksign when Job Created in Phrase
Use this flowList Documents from Clicksign when Job Created in Phrase
Use this flowNotifications Email via Clicksign when Job Created in Phrase
Use this flowView Document in Clicksign when Job Created in Phrase
Use this flowView Signer in Clicksign when Job Created in Phrase
Use this flowList envelopes in Clicksign when Job Created in Phrase
Use this flowSupported Triggers & Actions
Everything you can automate between Phrase and Clicksign.
When this happensTriggers
A trigger is an event that starts a workflow.
Job Created
Triggers when a Phrase Job has been created, but not yet started.
Job Started
Triggers when a Phrase Job is marked as in-progress.
Job Completed
Triggers when a Phrase Job has been marked as completed.
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.
Do thisActions
Action is the task that follows automatically within your Phrase integrations.
Start a Job
Starts an existing job that is in draft state.
Complete a Job
Completed a job that is in the 'in_progress' state.
Delete a Job
Delete's a job from phrase.
Create a Job Comment
Creates a new comment in the specified job.
Delete a Job Comment
This action will delete a comment from the specified job.
Update a Job Comment
This action updates a comment to a specific job.
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 Phrase
Phrase is a comprehensive localization management platform that streamlines the translation and localization process for businesses, enabling them to reach global audiences effectively.
Learn moreAbout 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 Phrase 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 Phrase 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 Phrase triggers actions in Clicksign, and a separate workflow where Clicksign triggers actions in Phrase. 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 Phrase and Clicksign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Phrase 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.
