Connect Scale and Clicksign
Integrate Scale with Clicksign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Scale + Clicksign flows
Start from a real workflow other teams are already running.
Choose a trigger
Scale
When this happens...
- Request a new Trigger for Scale
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
Get Tasks from Scale when Document Cancelled in Clicksign
Use this flowCreate Batch in Scale when Document Cancelled in Clicksign
Use this flowCreate Batch in Scale when New Document in Clicksign
Use this flowFinalize a batch in Scale when Signer Removed in Clicksign
Use this flowResume Batch in Scale when Signer Removed in Clicksign
Use this flowPause Batch in Scale when New Signer from Clicksign
Use this flowCreate Batch in Scale when Document Finalized in Clicksign
Use this flowPause Batch in Scale when Signer Removed in Clicksign
Use this flowResume Batch in Scale when Signatory signs a document in Clicksign
Use this flowResume Batch in Scale when New Document in Clicksign
Use this flowSupported Triggers & Actions
Everything you can automate between Scale 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 Scale integrations.
Get Tasks
Retrieve all the tasks for given project.
Create Batch
Create a new batch in a project to group related tasks for processing.
Pause Batch
Pause processing of an in-progress Batch. Only unstarted tasks will be paused.
Resume Batch
Resume processing of a paused Batch. Previously paused tasks will be resumed.
Finalize a batch
Mark a Scale batch as complete so no new tasks can be added.
Cancel Batch
Cancel processing of a Batch. Unstarted tasks will be cancelled. Completed batches cannot be cancelled.
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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From idea to automation.
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 Scale
Scale provides advanced AI-driven solutions for data labeling and annotation, helping businesses streamline their machine learning workflows.
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 Scale 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 Scale 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 Scale triggers actions in Clicksign, and a separate workflow where Clicksign triggers actions in Scale. 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 Scale and Clicksign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Scale 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.
