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ClickUp + eSignatures.com

ClickUp + eSignatures.com integrations

Create contracts in eSignatures.com.io for new tasks in ClickUp

When a new task is initiated in ClickUp, envision an effortless method of document management with this efficient workflow. It promptly creates a new contract in eSignatures.com.io, mitigating the necessity of manually transferring data. This process enhances productivity, saves time, and ensures every new task in your workflow is seamlessly accompanied by its required documentation.

When this happens...
New TaskTriggers when tasks are added.
TriggerInstant
automatically do this!
Create ContractCreates a legally binding contract from a template or Extended Markdown. Sends it to the signers by email or SMS, or saves it as a draft to review and edit before sending. The output always includes each signer's Sign Page URL for embedded signing or delivery through your own channels.
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More things you can do with ClickUp and eSignatures.com

Discover other triggers and actions you can use with ClickUp and eSignatures.com

- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write

- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search
Contract Sent to a Signer
Triggers when a contract is sent to a signer.
Trigger
Instant
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Signature Received
Triggers when a contract is signed by a signer.
Trigger
Instant
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- Contract ID
  Required
- Name
  Required
- Email
- Mobile
- Company Name
- Signature Request Delivery
- Multi-Factor Authentication
- Signer Redirect URL
Action
Write
- Template Title
  Required
- Template Content (Markdown)
  Required
Action
Write
- Contract ID
  Required
- Signer ID
  Required
Action
Write
- Contract ID
  Required
- Find Markdown
- Replace With Markdown
- Dry Run
Action
Write
- Contract ID
  Required
- Signer ID
  Required
- Name
- Email
- Mobile
- Company Name
- Signature Request Delivery
- Multi-Factor Authentication
- Signer Redirect URL
Action
Write
- Contract ID
  Required
Action
Write
- Contract ID
  Required
Action
Search
- Contract ID
  Required
Action
Search
- Template ID
  Required
Action
Search

- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search
Contract Signed
Triggers when a contract is signed by all signers.
Trigger
Instant
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Delivery Failed
Triggers when a delivery error occurs, such as an email that can't be delivered.
Trigger
Instant
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- Test Only
- Template
- Signer Name
  Required
- Signer Email
- Signer Mobile
- Signer Company Name
- Signer Signature Request Delivery
- Signer Multi-Factor Authentication
- Signer Redirect URL
- Signer Position
- Signer Auto Sign
- Signer Name [2]
- Signer Email [2]
- Signer Mobile [2]
- Signer Company Name [2]
- Signer Redirect URL [2]
- Signer Signature Request Delivery [2]
- Signer Multi-Factor Authentication [2]
- Signer Position [2]
- Signer Auto Sign [2]
- Signer Name [3]
- Signer Email [3]
- Signer Mobile [3]
- Signer Company Name [3]
- Signer Redirect URL [3]
- Signer Signature Request Delivery [3]
- Signer Multi-Factor Authentication [3]
- Signer Position [3]
- Signer Auto Sign [3]
- Signer Name [4]
- Signer Email [4]
- Signer Mobile [4]
- Signer Company Name [4]
- Signer Redirect URL [4]
- Signer Signature Request Delivery [4]
- Signer Multi-Factor Authentication [4]
- Signer Position [4]
- Signer Auto Sign [4]
- Signer Name [5]
- Signer Email [5]
- Signer Mobile [5]
- Signer Company Name [5]
- Signer Redirect URL [5]
- Signer Signature Request Delivery [5]
- Signer Multi-Factor Authentication [5]
- Signer Position [5]
- Signer Auto Sign [5]
- Placeholder Fields - String
- Placeholder Fields - Markdown
- Assigned User
- Contract Title
- Contract Content (Markdown)
- Save as draft
- Language
- Metadata
- Sender Company Name
- Signer Field Default Values
- [DEPRECATED] Custom Fields
- [DEPRECATED] Email Subject - Signature request
- [DEPRECATED] Email Body - Signature request
- [DEPRECATED] Email Subject - Final signed document
- [DEPRECATED] Email Body - Final signed document
- [DEPRECATED] API Fields
Action
Write
- Contract ID
  Required
- Signer ID
  Required
Action
Write
- Contract ID
  Required
Action
Write
- Contract ID
  Required
- Placeholder Fields - String
- Placeholder Fields - Markdown
Action
Write
- Template ID
  Required
- Find Markdown
- Replace With Markdown
- Dry Run
Action
Write
- Template Filter
Action
Search
- Contract ID
  Required
Action
Search
- Template ID
  Required
Action
Search

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

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About eSignatures.com

eSignatures.com is an AI-friendly e-signature platform for managing Markdown contracts, signers and templates from draft to signature, with pay-per-use pricing.

Learn moreLearn moreHelpHelp

Related categories

Signatures

Related Zap Templates

Create new contracts in eSignatures.com.io when tasks change in ClickUp

Related Zap Templates

Create new contracts in eSignatures.com.io when tasks change in ClickUp