Connect Tally and Clicksign to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Tally with Clicksign - no code necessary. See how you can get setup in minutes.

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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 "New Submission" from Tally.

Add your action

An action happens after the trigger—such as "Add Signer to Document" in Clicksign.

You’re connected!

Zapier seamlessly connects Tally and Clicksign, 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.

- Select a form
  Required
Trigger
Instant
Try It
- 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

- Events
Trigger
Instant
Try It
- Document keys
  Required
- Signer's unique key.
  Required
- Summary
Action
Write
- 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
- Signer Key
  Required
Action
Write

For AI agents & developers

Use Tally and Clicksign with AI agents and code

Beyond Zap workflows. Call Tally and Clicksign 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 Tally and Clicksign actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Signer to Document

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Tally and Clicksign actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* tally / clicksign action */ });

Run the SDK docs

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 who say using Zapier has made them better at their job

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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

Connect Tally and Clicksign 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.

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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.

Learn how to automate Tally on the Zapier blog

Make work flow with AI

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

Learn about AI automation

About Tally

The simplest way to create beautiful forms and surveys, for free.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Clicksign

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