ClickSign - Send documents to signature

Send documents from a files field to signature.

With the action “ClickSign - Send documents to signature”, you can send documents from a files field to signature. automatically when the chosen trigger is activated.


Trigger -> Action

The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:

When the condition (trigger) happens, then do (action).
Trigger -> Action

How to create

You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:


Select the trigger of your choice to activate the action, then select the "ClickSign - Send documents to signature" action, and fill in the options:

  • Connect with your ClickSign account