Connect ActiveCampaign with Clicksign
Unlock the superpowers of ActiveCampaign + Clicksign and automate your tasks without having to write a single line of code.
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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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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 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
How the ActiveCampaign and Clicksign integration works
ActiveCampaign
CRMConnect ActiveCampaign to 131+ 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.
Integrations with ActiveCampaign See more integrations with CRM Visit ActiveCampaignClicksign
SignaturesConnect Clicksign to 131+ 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.
Integrations with Clicksign See more integrations with Signatures Visit Clicksign