Connect Microsoft Sharepoint and Clicksign
Integrate Microsoft Sharepoint with Clicksign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a list in Sharepoint when Document Cancelled in Clicksign
Create a List Item in Sharepoint when Document Cancelled in Clicksign
Update List Item in Sharepoint when Document Cancelled in Clicksign
Delete List Item from Microsoft SharePoint when Document Cancelled in Clicksign
Find List Item in Microsoft SharePoint when Document Cancelled in Clicksign
Popular Microsoft Sharepoint + Clicksign flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Sharepoint
When this happens...
New List Created
New List Item Created
Updated List Item
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 a list in Sharepoint when Document Cancelled in Clicksign
Use this flowCreate a List Item in Sharepoint when Document Cancelled in Clicksign
Use this flowUpdate List Item in Sharepoint when Document Cancelled in Clicksign
Use this flowDelete List Item from Microsoft SharePoint when Document Cancelled in Clicksign
Use this flowFind List Item in Microsoft SharePoint when Document Cancelled in Clicksign
Use this flowCreate a list in Sharepoint when New Signer from Clicksign
Use this flowCreate a List Item in Sharepoint when New Signer from Clicksign
Use this flowUpdate List Item in Sharepoint when New Signer from Clicksign
Use this flowDelete List Item from Microsoft SharePoint when New Signer from Clicksign
Use this flowFind List Item in Microsoft SharePoint when New Signer from Clicksign
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Sharepoint and Clicksign.
When this happensTriggers
A trigger is an event that starts a workflow.
New List Created
Triggers when new list is created.
New List Item Created
Triggers when new item in the list is created.
Updated List Item
Trigger when existing item in the list is updated.
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 Microsoft Sharepoint integrations.
Create a list
Create a new list
Create a List Item
Creates a new List Item.
Update List Item
Update an existing list item.
Delete List Item
Delete an existing list item.
Find List Item
Find a list item by ID or by matching field values.
Create Document
Request for creating documents at Clicksign via template.
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Sharepoint and Clicksign workflows.
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About Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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 Microsoft Sharepoint 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 Microsoft Sharepoint 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 Microsoft Sharepoint triggers actions in Clicksign, and a separate workflow where Clicksign triggers actions in Microsoft Sharepoint. 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 Microsoft Sharepoint and Clicksign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Sharepoint 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.
