Connect SignDesk and Clicksign
Integrate SignDesk with Clicksign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Fetch Form Configuration in Signdesk when Document Cancelled in Clicksign
Create CLM Request in SignDesk when Document Cancelled in Clicksign
Fetch Form Configuration in Signdesk when New Signer from Clicksign
Create CLM Request in SignDesk when New Signer from Clicksign
Fetch Form Configuration in Signdesk when New Document in Clicksign
Popular SignDesk + Clicksign flows
Start from a real workflow other teams are already running.
Fetch Form Configuration in Signdesk when Document Cancelled in Clicksign
Use this flowCreate CLM Request in SignDesk when Document Cancelled in Clicksign
Use this flowFetch Form Configuration in Signdesk when New Signer from Clicksign
Use this flowCreate CLM Request in SignDesk when New Signer from Clicksign
Use this flowFetch Form Configuration in Signdesk when New Document in Clicksign
Use this flowCreate CLM Request in SignDesk when New Document in Clicksign
Use this flowSupported Triggers & Actions
Everything you can automate between SignDesk 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 SignDesk integrations.
Get request structure
Gets a request structure for a specific form.
Fetch Form Configuration
Fetch a specific Form Configuration.
Create CLM Request
Creates a CLM request.
Create Document
Request for creating documents at Clicksign via template.
Duplicate Document
Duplicate a document that has already been finalized at Clicksign.
List Templates
Get list of all templates of clicksign.
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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About SignDesk
SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SignDesk 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 SignDesk 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 SignDesk triggers actions in Clicksign, and a separate workflow where Clicksign triggers actions in SignDesk. 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 SignDesk and Clicksign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SignDesk 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.
