Connect Kobana with Clicksign
Connect Kobana with Clicksign to scale and automate your operations.
Explore automation templates
Automate Kobana and Clicksign with Pluga integrations
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Kobana and Clicksign
your way
Check out the available triggers and actions in the automation of apps Kobana + Clicksign
New payslips
For each created-paid billet on Kobana
id
Billing Wallet ID
our number
amount
expires in
description
registered customer id
payer's name
Payer's CNPJ/CPF
payer email
payer's address
city of payer
payer state
payer's neighborhood
payer address number
complement of payer's address
telephone with payer's area code
status
pay day
payment amount
Bank slipURL
via API
late fine
late payment interest
drawer/guarantor
CNPJ/CPF of the drawer/guarantor
payment place
instructions for the cashier
Date of document
document type
document number
oil
creation date
update date
Sign
Trigger for Clicksign event sign
Document Closed
Trigger for Clicksign event document_closed
Paid payslip
For each paid billet on Kobana
id
Billing Wallet ID
our number
amount
expires in
description
registered customer id
payer's name
Payer's CNPJ/CPF
payer email
payer's address
city of payer
payer status
payer's neighborhood
payer address number
complement of payer's address
telephone with payer's area code
status
pay day
payment amount
Bank slip URL
via API
late fine
late payment interest
drawer/guarantor
CNPJ/CPF of the drawer/guarantor
payment place
instructions for the cashier
Date of document
document type
document number
oil
creation date
update date
Refusal
Trigger for Clicksign event refusal
Created payslip
For each created billet on Kobana
id
Billing Wallet ID
our number
amount
expires in
description
registered customer id
payer's name
Payer's CNPJ/CPF
payer email
payer's address
city of payer
payer State
payer's neighborhood
payer address number
complement of payer's address
telephone with payer's area code
status
pay day
payment amount
Bank slip URL
via API
late fine
late payment interest
drawer/guarantor
CNPJ/CPF of the drawer/guarantor
payment place
instructions for the cashier
Date of document
document type
document number
oil
creation date
update date
Upload
Trigger for Clicksign event upload
Create Envelope
Creates an envelope in Clicksign for document signing
Boost this flow in your workflow
With Pluga, you connect Kobana + 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, "For each created-paid billet on Kobana".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Clicksign and what Pluga should run automatically at each step. Example: "Creates an envelope in Clicksign for document signing"
- 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
Kobana
PaymentConnect Kobana to 131+ apps with Pluga and turn your work into a productive machine. Generate invoices as soon as a deal closes and automate what happens with payment data: notify the customer, settle it in your finance app and log it in your CRM. You can also push sales records out to keep cash flow dashboards always up to date.
Clicksign
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.
