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Clicksign Integration

ApproveThis manages your Clicksign Integration approvals.

April 17, 2025

Integration Category: Invoices

When Paperwork Meets Process

Let’s be real: approvals suck. Not the actual decision-making part – that’s your job. But chasing signatures, tracking down MIA approvers, and wondering if that contract got lost in someone’s inbox? That’s where things get messy. Especially when you’re dealing with legal docs that need to comply with Brazilian regulations like a pro.

ApproveThis and Clicksign fix this by doing the grunt work for you. One handles the decision-making process, the other nails the legal signatures. Together? You get approvals that move faster than your morning espresso kicks in. And the best part? No need to buy licenses for every external approver – just send the damn request and let them click ‘yes’ or ‘no’ from their inbox.

Why This Combo Doesn’t Just Work – It Wins

Clicksign’s great at making signatures legally bulletproof in Brazil. ApproveThis? It’s the traffic cop for decisions. Combine them through Zapier, and you’ve got workflows that actually finish before your next board meeting.

Where Clicksign Does Its Thing

Legally binding e-signatures (NEC, ICP-Brasil compliant), document tracking, automatic reminders. Basically, everything that keeps your legal team from having a collective aneurysm.

Where ApproveThis Takes Over

Routing decisions to the right people (in order or all at once), automatic escalations when someone’s on vacation, real-time dashboards so you know exactly who’s holding things up. It’s like giving your approval process a GPS.

The magic happens when signatures trigger approvals and approvals trigger signatures – automatically. No more “I thought you were handling this” emails at 11 PM.

Real Workflows for Teams Who Hate Busywork

1. HR Teams: New Hire Paperwork That Doesn’t Take a Week

Scenario: Every new hire needs an approved contract signed by department heads before Day 1. Normally takes 3 departments and 47 Slack reminders.

The Fix: ApproveThis triggers a multi-step approval (HR > Legal > CFO) the second a Clicksign doc gets created. Each approval auto-adds the next signer. CFO signs off? Contract gets emailed to the new hire automatically. HR gets to actually talk to humans instead of chasing paperwork.

2. Procurement Teams: Purchase Orders That Don’t Require a Blood Oath

Scenario: Every PO over R$10k needs Legal + Finance approval. Vendor sends updates via email, PDF, carrier pigeon.

The Fix: Clicksign doc gets uploaded? ApproveThis routes it based on amount. Under R$10k auto-approves, over that goes to Legal. Approved? Automatically notifies vendor in Clicksign. Denied? Sends a rejection with notes. Procurement team stops playing detective with email chains.

3. Legal Teams: Contracts That Don’t Live in Email Purgatory

Scenario: Client contract needs 3 internal approvals before going out. Current system: Forward emails until someone responds.

The Fix: Clicksign doc prepared? ApproveThis fires off parallel approvals to Sales, Legal, and Finance. All approve? Doc gets sent to client automatically. One rejects? Legal gets notified to fix it. Bonus: Vacation mode means approvals never get stuck because someone’s at the beach.

Setting This Up Without Losing Your Mind

1. Connect both apps to Zapier (takes 2 minutes each)
2. Pick your trigger: “New Request” in ApproveThis or “Document Created” in Clicksign
3. Add filters if needed (e.g., only trigger for contracts over R$50k)
4. Test with a real doc – because theory is great, but reality bites
5. Turn it on and watch approvals happen while you get actual work done

Why This Isn’t Just Another Integration

Most tools either handle approvals or signatures. This combo does both while keeping everyone honest:

  • Approval Chains That Actually Move: Legal signs off? Finance gets notified automatically. No status update meetings needed.
  • Compliance Without the Headache: Every signature and approval is tracked in tools that meet Brazilian regs. Auditors will be bored (in a good way).

Plus, ApproveThis’s calculated fields mean you can auto-approve small stuff and only bug humans when it matters. Because nobody needs to approve R$500 office supply orders.

Who Gets Their Time Back

HR: Onboarding that doesn’t require begging for signatures
Finance: POs that get approved before the quarter ends
Legal: Contracts that don’t come with 12 follow-up questions
Procurement: Vendors who stop asking “Did you get that?” every day

Bottom Line: Approval Processes Should Work For You, Not Against You

If your team spends more time chasing approvals than actually doing work, this integration isn’t just nice – it’s necessary. Especially when you need Brazilian-compliant docs that don’t take a law degree to manage.

ApproveThis handles the decision-making circus. Clicksign nails the legal signatures. Together? You get processes that work like they’re supposed to – without the drama.

Get Started with ApproveThis or schedule a demo to see how much time your team could save. Your future self (and your annoyed approvers) will thank you.

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Integrate with Clicksign Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Clicksign

Suggested workflows (and their Zapier components) for Clicksign

Add signer to Clicksign document for new ApproveThis requests

When a new approval request is initiated in ApproveThis, a signatory is automatically added to a document in Clicksign. This integration ensures rapid onboarding for document approval processes by automating the addition of necessary signatories.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Clicksign Logo

Action

Add Signer to Document

Request to add a signatory to a document at Clicksign.

Create ApproveThis request for new Clicksign events

When an event occurs in Clicksign, automatically create a new approval request in ApproveThis. This automation streamlines approval processes by ensuring that relevant events trigger appropriate follow-up actions without delay.

Zapier Components

Clicksign Logo

Trigger

Triggers Event When a Event Occur.

Triggers when a event or a list of events occur.

Action

Create Request

Creates a new request, probably with input from previous steps.

Send email notification from Clicksign when ApproveThis request is completed

After a request is approved or denied in ApproveThis, automatically send an email from Clicksign to notify a signatory. This automation keeps document signatories informed of approval outcomes, streamlining communication.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Clicksign Logo

Action

Notifications Email

Request to send an e-mail message to a signatory requesting to sign a document or batch.