Connect vPlan and Clicksign
Integrate vPlan with Clicksign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document in Clicksign when New or Changed Collection in vPlan
Duplicate Document in Clicksign when New or Changed Collection in vPlan
List Templates from Clicksign when New or Changed Collection in vPlan
Delete Document in Clicksign when New or Changed Collection in vPlan
Delete Signatory from Clicksign when New or Changed Collection in vPlan
Popular vPlan + Clicksign flows
Start from a real workflow other teams are already running.
Choose a trigger
vPlan
When this happens...
New or Changed Collection
New or Updated Card
Attached or Detached Label on a Card
Attached or Detached Resource on a Card
New or Changed Comment
Card Deleted
Collection Deleted
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 New or Changed Collection in vPlan
Use this flowDuplicate Document in Clicksign when New or Changed Collection in vPlan
Use this flowList Templates from Clicksign when New or Changed Collection in vPlan
Use this flowDelete Document in Clicksign when New or Changed Collection in vPlan
Use this flowDelete Signatory from Clicksign when New or Changed Collection in vPlan
Use this flowList Documents from Clicksign when New or Changed Collection in vPlan
Use this flowNotifications Email via Clicksign when New or Changed Collection in vPlan
Use this flowView Document in Clicksign when New or Changed Collection in vPlan
Use this flowView Signer in Clicksign when New or Changed Collection in vPlan
Use this flowList envelopes in Clicksign when New or Changed Collection in vPlan
Use this flowSupported Triggers & Actions
Everything you can automate between vPlan and Clicksign.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Changed Collection
Triggers when a new collection is added or changed.
New or Updated Card
Triggers when a card is added or updated.
Attached or Detached Label on a Card
Triggers when a label is attached or detached from a card.
Attached or Detached Resource on a Card
Triggers when a resource is attached or detached from a card.
New or Changed Comment
Triggers when a new comment is added or changed.
Card Deleted
Triggers when a card is deleted.
Do thisActions
Action is the task that follows automatically within your vPlan integrations.
Create Activity
Create a new Activity.
Create Resource
Create a new resource.
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.
Delete Document
Delete a document that has already been finalized or canceled at Clicksign. The result is permanent removal of the document from the account.
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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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 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 vPlan 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 vPlan 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 vPlan triggers actions in Clicksign, and a separate workflow where Clicksign triggers actions in vPlan. 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 vPlan and Clicksign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire vPlan 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.
