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Clicksign
Clicksign
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
Clicksign
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 "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Clicksign and HubSpot, 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.
Halt my task if contact is already a member of the list
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Company
Creates a Company in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Associations
Creates associations between objects.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Halt task if any associations error occurred
Engagement Type
Required
Assigned To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Social Media Channel
Required
Message Content
Required
When
Save as draft
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Name
Required
Company
Contact
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete CRM Object
Deletes a CRM object from HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Line_item
Creates a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Contact Email Address
Required
Event ID
Required
Contact Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
List Name
Required
Contact
Required
Halt my task if contact wasn't a member of the list
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Ticket
Creates a Ticket in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Contact
Update a Contact in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Line_item
Update a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Product
Update a Product in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Folder
Required
Filename
Required
Access level
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Associations
Find associations between objects.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Object Type
Required
Pipeline Id
Required
Stage Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Type of Custom Object
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Clicksign and HubSpot with AI agents and code
Beyond Zap workflows. Call Clicksign and HubSpot actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Clicksign and HubSpot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Signer to Document
Update Contact Subscription Preferences
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Clicksign and HubSpot
Share updated contract details with project team.
When an event is triggered in Clicksign, such as a contract being signed, Zapier updates the project's details in HubSpot. This ensures project managers stay informed of contractual updates without manual tracking.
When a contract is signed in Clicksign, Zapier updates the corresponding deal stage in HubSpot. This eliminates manual updates, ensuring your sales pipeline reflects real-time progress.
Level up your Clicksign to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Clicksign + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clicksign and HubSpot
Can Clicksign be integrated with HubSpot?
Yes, Clicksign can be integrated with HubSpot using our integration platform. By creating Zaps, you can automatically trigger actions in one application based on events that occur in another.
What triggers can I use with Clicksign in HubSpot?
With our integration platform, you can set up triggers such as 'New Document Signed' or 'New Signer Added' in Clicksign to initiate actions in HubSpot.
What actions can I perform in HubSpot when a document is signed in Clicksign?
When a document is signed in Clicksign, you can automate actions like updating contact records, creating tasks, or sending emails within HubSpot.
Is it possible to add a new contact in HubSpot when a new signer is added in Clicksign?
Absolutely, by setting up a Zap that uses the 'New Signer Added' trigger from Clicksign, you can create a new contact automatically in HubSpot.
Can I update existing deals in HubSpot based on document status changes in Clicksign?
Yes, you can configure the integration to update existing deals or move them through stages whenever there's a status change to documents within Clicksign.
How do we ensure data accuracy during the integration between Clicksign and HubSpot?
We provide tools for mapping fields correctly between Clicksign and HubSpot. This helps maintain data accuracy as information flows between both platforms.
Are there any limitations I should be aware of when integrating Clicksign with HubSpot?
While most features integrate seamlessly, there might be some limitations based on your specific automation needs or subscription levels. It's advisable to review both platforms’ documentation for any known constraints.
About Clicksign
Clicksign is an electronic document signing platform that meets the requirements of integrity, authenticity and non-repudiation of Brazilian legislation.
