Connect ActiveCampaign with Clicksign
Connect ActiveCampaign with Clicksign to scale and automate your operations.
Explore automation templates
Automate ActiveCampaign and Clicksign with Pluga integrations
Document signed event at Clicksign, create/update a deal on ActiveCampaign
Trigger for Clicksign event document_closed, create/update a deal on ActiveCampaign
For each new closed business on ActiveCampaign, creates an envelope in Clicksign for document signing
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ActiveCampaign and Clicksign
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Check out the available triggers and actions in the automation of apps ActiveCampaign + Clicksign
Created deal
For each new created deal on ActiveCampaign
Deal title
Deal: Contact email
Deal: Contact's first name
Deal: Contact last name
Contact email
Deal Amount
Deal organization name
deal id
Deal creation date
Data de criação do negócio (formatado em dd/mm/aaaa)
Deal owner
Deal pipeline
Deal stage
Deal status
Deal currency
Deal description
Contact phone
Contact's first name
Contact last name
Contact Tags
Deal reaches a stage in the pipeline
When a business is moved to a certain stage in the pipeline on ActiveCampaign
Deal title
Deal: Contact email
Deal: Contact's first name
Deal: Contact last name
Contact email
Deal Amount
Deal organization name
deal id
Deal creation date
Deal update date
Deal owner
Deal pipeline
Deal stage
Deal status
Deal currency
Deal description
Contact phone
Contact's first name
Contact last name
Contact Tags
Refusal
Trigger for Clicksign event refusal
Contact reaches a stage in an automation
When a contact reaches a certain stage on an ActiveCampaign automation
Contact ID
First name
Last name
Telephone
Tags associated with this contact
Cargo
Creation date
Update date
Closed deal
For each new closed business on ActiveCampaign
Deal title
Deal: Contact email
Deal: Contact's first name
Deal: Contact last name
Contact email
Deal Amount
Deal organization name
deal id
Deal creation date
Deal update date
Deal owner
Deal pipeline
Deal stage
Deal status
Deal currency
Deal description
Contact phone
Contact's first name
Contact last name
Contact Tags
Upload
Trigger for Clicksign event upload
Lost deal
For each new lost business on ActiveCampaign
Deal title
Deal: Contact email
Deal: Contact's first name
Deal: Contact last name
Contact email
Deal Amount
Deal organization name
deal id
Deal creation date
Deal update date
Deal owner
Deal pipeline
Deal stage
Deal status
Deal currency
Deal description
Contact phone
Contact's first name
Contact last name
Contact Tags
Sign
Trigger for Clicksign event sign
Document Closed
Trigger for Clicksign event document_closed
Create or update contact
create/update a contact on ActiveCampaign
Email Required
Name
Surname
Telephone
Tags
List
Company Name
Company website
Office
Create or update deal
create/update a deal on ActiveCampaignHow it works:
Whenever something happens on the source app
1. A deal will be created or updated on ActiveCampaign
2. A contact associated with this deal will be created or updated on ActiveCampaign
All happening in a single automation! ✨
Create or update deal
create/update a deal on ActiveCampaign
Title Required
Distribute new business
Deal owners
Email of the deal owner
contact email Required
Description
Coin
Amount
Contact name
Contact last name
Contact phone
Account's name
Account's website
Job title
Tags
Create Envelope
Creates an envelope in Clicksign for document signing
Boost this flow in your workflow
With Pluga, you connect ActiveCampaign + Clicksign to build anything from the simplest integration to the most advanced flows, with several layers of logic.
- Basic 1
Pick the source app and the trigger
Choose which app starts the automation and which event works as the trigger. For example, "Trigger for Clicksign event refusal".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with ActiveCampaign and what Pluga should run automatically at each step. Example: "create/update a deal on ActiveCampaign"
- Basic 3
Map the information
Point out, visually, which data from the source app should fill in each field of the destination action.
- Intermediate
Only move forward when it makes sense
Set "AND" or "OR" conditions so the automation only runs in the cases that matter
- Intermediate
Pause the flow for as long as you need
Set the automation to wait minutes, hours or days and resume the next action on its own
- Intermediate
Standardize data across apps
Adjust dates, numbers and characters to the format the next app expects to receive
- Advanced
Send data in several directions
Route each piece of data down the right path within a single flow, according to specific conditions
- Advanced
Add a code block
Run JavaScript or Python in the middle of the automation to transform data before the next step
- Advanced
Create loops
Take lists of items, go through each row and run the same action for every one of them
- Advanced
Use generative AI
Send data to an AI assistant or agent and use the response in the next step
- Advanced
Connect to (almost) any app
Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga
- Advanced
Requests to external APIs
Query or send data to any external API inside your automation
ActiveCampaign
CRMConnect ActiveCampaign to 133+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.
Clicksign
SignaturesConnect Clicksign to 133+ apps with Pluga and turn your work into a productive machine. Generate contracts from templates, send them for signature as soon as a deal closes and track who has already signed and who still has to. Once finalized, the document goes straight to your Drive, email, CRM or whichever platform you prefer.
