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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Triggers Event When a Event Occur." from Clicksign.

Add your action

An action happens after the trigger—such as "Create Envelope From Template" in E-Sign.

You’re connected!

Zapier seamlessly connects Clicksign and E-Sign, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Events
Trigger
Instant
Try It
- Document keys
  Required
- Signer Key
  Required
- Summary
Action
Write
- Document Key
  Required
- Path
  Required
- Template
Action
Write
- Email
- Phone Number
- Auths
  Required
- Name
- Documentation
- Birthday
- Has Documentation
- Delivery
- Selfie Enabled
- Handwritten Enabled
- Official Document Enabled
Action
Write
- Signer Key
  Required
Action
Write

- Page number
  Required
Action
Write
List Webhooks
After registering the Webhook, it can be consulted.
Action
Write

- Request Signature Key
Action
Write
- List key
  Required
Action
Write
- Document Key
  Required
Action
Write
New Completed Envelope
Triggers when an envelope has been signed by all signers and is complete.
Trigger
Polling
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New Signer
Triggers when a document has a new signer
Trigger
Instant
Try It
- File
  Required
Action
Write

- Document Key
  Required
- Signer Key
  Required
- Sign As
  Required
- Group
- Message
Action
Write
- Document Key
  Required
Action
Write
- Path
  Required
- File
  Required
- Deadline at
- Auto Close
- Locale
- Sequence Enabled
- Remind Interval
Action
Write
- Document Key
  Required
Action
Write
- Document Key
  Required
Action
Write
List Templates
Request to view list of templates in Clicksign.
Action
Write
- Request Signature Key
- Message
- URL
Action
Write
- Request Signature Key
Action
Write
- Document Key
  Required
Action
Write
- Document Key
  Required
- Deadline at
- Auto Close
- Locale
- Sequence Enabled
- Remind Interval
Action
Write
New Created Envelope
Triggers when a new envelope is created for signing.
Trigger
Polling
Try It
- Template ID
- Signer Names
- Signer Emails
- Update file
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Clicksign and E-Sign to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Clicksign to E-Sign integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Clicksign

Clicksign is an electronic document signing platform that meets the requirements of integrity, authenticity and non-repudiation of Brazilian legislation.

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Related categories

Proposal & Invoice Management

About E-Sign

Online document signing platform.

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