Connect viaSocket Table and Clicksign to Build Intelligent Automations
Choose a Trigger
When this happens...
Column Value Changes
New Row Created
Record Is Updated
Record Is Deleted
Choose an Action
Automatically do this!
Create Document
Duplicate Document
List Templates
Delete Document
Delete Signatory
List Documents
Notifications Email
View Document
View Signer
List envelopes
Ready to use viaSocket Table and Clicksign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Column Value Changes
Runs when column value changes
New Row Created
Runs when new row is created
Record Is Updated
Runs when record is updated
Record Is Deleted
Runs when record is deleted
Document Cancelled
Triggered when a document is manually cancelled.
New Signer
Triggered when a new signer is added to a document.
Do thisActions
Action is the task that follows automatically within your viaSocket Table integrations.
Add Rows To Table
Insert one or more rows
Update Table Rows
Update rows and attachments
Get Table Rows
Get table rows using filters
List Table Columns
Get all columns in a table
Upload Files to Record
Attach files by URL or Base64
Create Document
Request for creating documents at Clicksign via template.
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Frequently Asked Questions
To start, connect both your viaSocket Table and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket Table triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how viaSocket Table data is recorded in Clicksign. This includes choosing which data fields go into which fields of Clicksign, setting up custom formats, and filtering out unwanted information.
The data sync between viaSocket Table and Clicksign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between viaSocket Table and Clicksign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About viaSocket Table
viaSocket Table is an integrated data workspace for storing, organizing, and managing records that power automations and AI-driven workflows. It helps teams keep workflow data updated, accessible, and ready to use across connected apps and automation flows.
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.
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