ClickUp · Zignature Integration

ClickUp +
Zignature E-Signatures

Send contracts and agreements from ClickUp tasks — vendor agreements, project contracts, and compliance documents connected to your work management.

Free plan available · No credit card required · ESIGN Act compliant

Task
Task event triggers
Auto
Status-based signing
SOC 2
Type II certified
Zapier
& API ready
Key Features

Everything You Need

Built-in features that save time and close deals faster.

ClickUp Tasks

Document Signing Triggered from ClickUp Tasks

When a ClickUp task reaches a specific status — 'Contract Ready', 'Needs Signature', or a custom status — Zignature automatically sends the document to the task assignee or client contact.

  • Custom status trigger — Create 'Send Contract' status — task reaches it → document sent.
  • Assignee auto-fill — Task assignee or client field auto-fills the document recipient.
  • List-based rules — Different document templates for different ClickUp lists.

Document Signing Triggered from ClickUp Tasks

ClickUp task status changes trigger Zignature document dispatch automatically.

Included on all plans
Custom Fields

ClickUp Custom Fields Populate Document Templates

ClickUp's powerful custom fields — client name, email, contract value, project type — map directly to Zignature template variables. Documents pre-fill from task data automatically.

  • Custom field mapping — Map any ClickUp custom field to document template variables.
  • Date fields — ClickUp start and due dates auto-fill contract effective dates.
  • Relationship fields — Linked contacts in ClickUp populate signer email automatically.

ClickUp Custom Fields Populate Document Templates

ClickUp custom field values automatically populate Zignature document templates.

Included on all plans
Contract Tracking

Contract Pipeline Visible in ClickUp

Signing status syncs back to ClickUp — custom fields update with 'Signed', 'Pending', 'Declined', and completion dates. Managers see contract pipeline in ClickUp dashboards.

  • Status field sync — ClickUp contract status custom field updates on signing events.
  • Completion date — Signed date written to date custom field automatically.
  • Dashboard view — ClickUp dashboard shows contract pipeline across all spaces.

Contract Pipeline Visible in ClickUp

Signing status syncs to ClickUp custom fields for full contract pipeline visibility.

Included on all plans
Use Cases

Works for Every Scenario

From simple agreements to complex multi-party workflows.

How It Works

Up and Running in Minutes

No training required. Send your first document today.

1

Connect ClickUp & Zignature

Zapier or direct API — set up in minutes.

2

Map custom fields

Link ClickUp custom fields to Zignature template variables.

3

Configure status triggers

Set which ClickUp statuses fire signing requests.

4

Status syncs back

Signing completion updates ClickUp task fields automatically.

Connect ClickUp to Zignature Today

Free trial — no credit card required.

Frequently Asked Questions

Everything you need to know.

How do I connect ClickUp to Zignature?

Use Zapier (ClickUp trigger: task status changed) or ClickUp's webhook feature to call Zignature's API. Zapier has native ClickUp support and requires no coding for basic trigger-action workflows.

Can ClickUp custom field data auto-fill Zignature document templates?

Yes. Map ClickUp custom fields to Zignature template variables via Zapier. Any custom field type (text, email, dropdown, date, number) can populate document fields.

Can I have different document templates for different ClickUp spaces or lists?

Yes. Create separate Zapier Zaps for different ClickUp spaces, lists, or custom statuses — each triggering a different Zignature template. This handles different document types across projects.

Does signing completion update ClickUp tasks automatically?

Yes. Configure a Zignature completion webhook to trigger a Zapier Zap that updates the ClickUp task — changing status, writing signed date, and adding the document URL to a custom field.

Can I use ClickUp as a contract registry with Zignature?

Yes. Create a ClickUp list dedicated to contracts — each task is a contract with custom fields for client, value, status, signed date, and document URL. Zignature signing events update these fields automatically.

Does this work with ClickUp Free and paid plans?

Basic Zapier integration works on ClickUp Free. Custom field mapping and webhook integration work best on ClickUp Business or above, which support advanced custom fields and webhook automation.