Automations with Clicksign

Omie ERP
omie - Pluga
ERP

Omie ERP

15 automations

Automations
Asaas
asaas - Pluga
Payment

Asaas

12 automations

Automations
Conta Azul
conta_azul_financeiro - Pluga
Accounting

Conta Azul

10 automations

Automations
HubSpot
hubspot_crm - Pluga
CRM

HubSpot

8 automations

Automations
Agendor
agendor - Pluga
CRM

Agendor

8 automations

Automations
Bling
bling - Pluga
ERP

Bling

7 automations

Automations
WhatsApp Business API
whatsapp_business - Pluga
Communication

WhatsApp Business API

6 automations

Automations
Gmail
gmail - Pluga
Email

Gmail

6 automations

Automations
RD Station CRM
rd_station_crm - Pluga
CRM

RD Station CRM

5 automations

Automations
Bitrix24
bitrix24 - Pluga
CRM

Bitrix24

5 automations

Automations
Vindi Recorrência
vindi - Pluga
Payment

Vindi Recorrência

5 automations

Automations
RD Station Marketing
rd_station - Pluga
Marketing

RD Station Marketing

5 automations

Automations
Pipedrive
pipedrive - Pluga
CRM

Pipedrive

5 automations

Automations
Google Sheets
google_sheets - Pluga
Spreadsheet

Google Sheets

5 automations

Automations
Slack
slack - Pluga
Communication

Slack

4 automations

Automations
Kommo
kommo - Pluga
CRM

Kommo

4 automations

Automations
Pipefy
pipefy - Pluga
Project

Pipefy

4 automations

Automations
Notion
notion - Pluga
Document

Notion

4 automations

Automations
Olist
tinyerp - Pluga
ERP

Olist

4 automations

Automations
PipeRun
piperun - Pluga
CRM

PipeRun

4 automations

Automations
Nibo
nibo - Pluga
Accounting

Nibo

4 automations

Automations
Ploomes
ploomes - Pluga
CRM

Ploomes

4 automations

Automations
Airtable
airtable - Pluga
Project

Airtable

3 automations

Automations
Manychat
manychat - Pluga
Chatbot

Manychat

3 automations

Automations
Moskit CRM
moskit - Pluga
CRM

Moskit CRM

3 automations

Automations
Mautic
mautic - Pluga
Marketing

Mautic

3 automations

Automations
Ramper Pipeline
linkseller - Pluga
CRM

Ramper Pipeline

3 automations

Automations
Excel
excel - Pluga
Spreadsheet

Excel

3 automations

Automations
Webhooks
pluga_webhooks - Pluga
Developer tools

Webhooks

3 automations

Automations
eNotas
enotas - Pluga
Invoice

eNotas

3 automations

Automations
Ramper Marketing
lahar - Pluga
Marketing

Ramper Marketing

3 automations

Automations
NectarCRM
nectar_crm - Pluga
CRM

NectarCRM

3 automations

Automations
Omie CRM
omie_crm - Pluga
CRM

Omie CRM

3 automations

Automations
Leadlovers
leadlovers - Pluga
Marketing

Leadlovers

3 automations

Automations
ActiveCampaign
active_campaign - Pluga
CRM

ActiveCampaign

3 automations

Automations
MemberKit
memberkit - Pluga
Product Info

MemberKit

2 automations

Automations
Blip
blip - Pluga
Communication

Blip

2 automations

Automations
Superlógica Assinaturas
superlogica - Pluga
Payment

Superlógica Assinaturas

2 automations

Automations
Google Drive
google_drive - Pluga
Google

Google Drive

2 automations

Automations
Pagar.me
pagar_me - Pluga
Payment

Pagar.me

2 automations

Automations
WooCommerce
woocommerce - Pluga
Ecommerce

WooCommerce

2 automations

Automations
Zoho CRM
zoho_crm - Pluga
CRM

Zoho CRM

2 automations

Automations
Ads analytics

Facebook Custom Audiences

2 automations

Automations
iugu
iugu - Pluga
Payment

iugu

2 automations

Automations
Webflow
webflow - Pluga
Ecommerce

Webflow

2 automations

Automations
Telegram Bot
telegram_bot - Pluga
Communication

Telegram Bot

2 automations

Automations
JivoChat
jivochat - Pluga
Chatbot

JivoChat

2 automations

Automations
Meets
meets - Pluga
CRM

Meets

2 automations

Automations
Jira Software Cloud
jira - Pluga
Project

Jira Software Cloud

2 automations

Automations
Granatum Financeiro
granatum_financeiro - Pluga
Accounting

Granatum Financeiro

2 automations

Automations
Asana
asana - Pluga
Project

Asana

2 automations

Automations
E-goi
egoi - Pluga
Marketing

E-goi

2 automations

Automations
Intercom
intercom - Pluga
Marketing

Intercom

2 automations

Automations
Bkper
bkper - Pluga
Accounting

Bkper

2 automations

Automations
Trello
trello - Pluga
Project

Trello

2 automations

Automations
Todoist
todoist - Pluga
Project

Todoist

2 automations

Automations
Mailchimp
mailchimp - Pluga
Email

Mailchimp

2 automations

Automations
Microsoft Outlook
outlook - Pluga
Email

Microsoft Outlook

2 automations

Automations
SendGrid
sendgrid - Pluga
Transactional Email

SendGrid

2 automations

Automations
Mandrill
mandrill - Pluga
Transactional Email

Mandrill

2 automations

Automations
Zenvia Canais
zenvia - Pluga
Phone SMS

Zenvia Canais

2 automations

Automations
G Digital
gdigital - Pluga
Marketing

G Digital

2 automations

Automations
monday.com
monday_com - Pluga
Project

monday.com

2 automations

Automations
ClickUp
clickup - Pluga
Project

ClickUp

2 automations

Automations
Discord
discord - Pluga
Communication

Discord

2 automations

Automations
Microsoft Teams
microsoft_teams - Pluga
Communication

Microsoft Teams

2 automations

Automations
Mercado Pago
mercado_pago - Pluga
Payment

Mercado Pago

1 automations

Automations
PayPal
paypal - Pluga
Payment

PayPal

1 automations

Automations
Stripe
stripe - Pluga
Payment

Stripe

1 automations

Automations
PagBank
pag_seguro - Pluga
Payment

PagBank

1 automations

Automations
RD Station CRM (legado)
rd_station_crm_old - Pluga
CRM

RD Station CRM (legado)

1 automations

Automations
Gravity Forms
gravity_forms - Pluga
Forms

Gravity Forms

1 automations

Automations
Yampi
yampi - Pluga
Ecommerce

Yampi

1 automations

Automations
Ads analytics

Facebook Lead Ads

1 automations

Automations
Kiwify
kiwify - Pluga
Product Info

Kiwify

1 automations

Automations
Vindi Pagamentos
vindi_pagamentos - Pluga
Payment

Vindi Pagamentos

1 automations

Automations
Tally
tally - Pluga
Forms

Tally

1 automations

Automations
Nuvemshop (Tiendanube)
nuvemshop - Pluga
Ecommerce

Nuvemshop (Tiendanube)

1 automations

Automations
Eduzz
eduzz - Pluga

Eduzz

1 automations

Automations
Kobana
boleto_simples - Pluga
Payment

Kobana

1 automations

Automations
Loja Integrada
loja_integrada - Pluga
Ecommerce

Loja Integrada

1 automations

Automations
Adobe Commerce 1.X (Magento)
magento - Pluga
Ecommerce

Adobe Commerce 1.X (Magento)

1 automations

Automations
Shopify
shopify - Pluga
Ecommerce

Shopify

1 automations

Automations
Adobe Commerce 2.X (Magento)
magento2 - Pluga
Ecommerce

Adobe Commerce 2.X (Magento)

1 automations

Automations
Squarespace
squarespace - Pluga
Ecommerce

Squarespace

1 automations

Automations
Sympla
sympla - Pluga
Event

Sympla

1 automations

Automations
Eventbrite
eventbrite - Pluga
Event

Eventbrite

1 automations

Automations
Mercado Livre
mercado_livre - Pluga
Marketplace

Mercado Livre

1 automations

Automations
Typeform
typeform - Pluga
Forms

Typeform

1 automations

Automations
Google Forms
google_forms - Pluga
Forms

Google Forms

1 automations

Automations
Twilio
twilio - Pluga
Phone SMS

Twilio

1 automations

Automations
NFe.io
nfe_io - Pluga
Invoice

NFe.io

1 automations

Automations

Possibilities with Clicksign

Check out the use cases to automate and make the most of integrations with Clicksign

Clicksign-modal-icon

Sign

Trigger for Clicksign event sign

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Clicksign-icon

Sign

Trigger for Clicksign event sign

Trigger

Clicksign-modal-icon

Document Closed

Trigger for Clicksign event document_closed

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Clicksign-icon

Document Closed

Trigger for Clicksign event document_closed

Trigger

Clicksign-modal-icon

Refusal

Trigger for Clicksign event refusal

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Clicksign-icon

Refusal

Trigger for Clicksign event refusal

Trigger

Clicksign-modal-icon

Upload

Trigger for Clicksign event upload

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Clicksign-icon

Upload

Trigger for Clicksign event upload

Trigger

Clicksign-modal-icon

Create Envelope

Creates an envelope in Clicksign for document signing

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Clicksign-icon

Create Envelope

Creates an envelope in Clicksign for document signing

Action

Didn't find your use case? Send suggestion.

Trusted by over 10.000 amazing companies

Create automations with Clicksign
and say goodbye to manual (and tedious) tasks!

By connecting Clicksign to the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp

How to automate Clicksign with Pluga?

Pluga allows you to create automations between Clicksign and various other apps in a simple, practical way without needing to write a single line of code. See the steps to automate your tasks and start focusing on what really matters.

  • Trigger and source app of the automation

    What is the automation trigger?

    The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. Based on this choice, you can define what will happen in the destination app of your automation.

  • Action and destination app of the automation

    What is an action within an automation with Clicksign?

    An action works as a response to the selected trigger. In other words, it occurs from the moment the trigger is activated: when something happens in the app selected as the source, the action will be performed in the destination app.

  • Information mapping of the automation

    How does information mapping work?

    Mapping is where you configure which information captured from the source app will be sent to each of the fields in the destination app(s). In this step, you define which information from one app should fill the fields of the other software.

  • Automation with multiple actions among more than two apps

    Is it possible to have more than one action?

    Through Pluga, you can create automations integrating multiple apps at once. For example, you can integrate an ad app + online spreadsheet + internal communication software, so when the trigger is activated, the first action is executed, and a notification is sent to your team.

Clicksign-icon

Clicksign

Signatures

Integration with Clicksign API for document signing

Visit Clicksign

Frequently Asked Questions

  • With Pluga, you can connect the app Clicksign with over 92 other software platforms and automate various business processes and tasks. Just follow these steps:


    • 1. Log in or sign up (for free) at Pluga and click on “Create Automation”;
    • 2. Select the source app and trigger;
    • 3. Connect the app;
    • 4. Select the destination app and action;
    • 5. Connect the app account;
    • 6. Make the necessary adjustments, specifying which data will be sent from one app to another.

  • At Pluga, you can create up to 3 automations with the free plan. Additionally, you have the option to try all features for 7 days at no cost to create automations between Clicksign and other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check out Pluga's pricing page for more details.

  • The number of automations between Clicksign and other apps on Pluga will depend on the chosen plan.

  • No. Pluga is an intuitive platform that allows the creation of automations between Clicksign and other apps without any technical knowledge required.

  • Automating Clicksign with other apps allows you to boost various activities (such as marketing, sales, customer service, and internal communication) and eliminate potential human errors.

  • No, Pluga is not affiliated with or created by Clicksign. Generally, Pluga accesses the documentation provided by Clicksign and independently develops the available integrations. Any mentions of Pluga on the Clicksign website are strictly voluntary collaborations. Pluga remains solely responsible for the maintenance and support of its automation services.