ClickUp + SignerX.com

ClickUp + SignerX.com integrations

Create and send documents in SignerX for new tasks in ClickUp

When a new task is initiated in ClickUp, envision an effortless method of document management with this efficient integration. It automatically creates a new contract in SignerX, 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!
Send Template for SignaturesSend an existing template to a new recipient to fill out and sign.
ActionWrite

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More things you can do with ClickUp and SignerX.com

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

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It

- 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
Package Created
Triggers when a new package/document has been created.
Trigger
Polling
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Package Sent
Triggers when a package/document is sent for signatures.
Trigger
Polling
Try It
- Package or Template ID
Trigger
Polling
Try It
- Template Name
Action
Write
- Document Title
  Required
- PDF File URL
  Required
Action
Write

- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- 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
Template Published
Triggers when a template has been published.
Trigger
Polling
Try It
Package Complete
Triggers when a new package/document is signed by all parties.
Trigger
Polling
Try It
- Choose a Template
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Template
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write

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 SignerX.com

SignerX.com is a document signing tool with a focus around the Signer eXperience™ (SX™). Key features include welcome/exit videos & signing celebration games!

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Related categories

Documents

Related Zap Templates

Update SignerX API requests with new task changes from ClickUp

Related Zap Templates

Update SignerX API requests with new task changes from ClickUp