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Ready-made templates with Clicksign

Pre-configured flows with Clicksign, ready to activate in a few clicks.

Clicksign
Agendor

For each created company on Agendor, creates an envelope in Clicksign for document signing

Automate
Clicksign
Google Sheets

For each row created or updated in Google Sheets, creates an envelope in Clicksign for document signing

Automate
Clicksign
HubSpot

When a deal reaches a certain funnel stage on HubSpot, creates an envelope in Clicksign for document signing

Automate
PREMIUM
Slack
Claude (Anthropic)
Clicksign

Notify the team on Slack when a document is finalized on Clicksign with summary by Claude

Automate
PREMIUM
WhatsApp Business API
Clicksign

When a signer rejects a Clicksign document, Send a message from a template in WhatsApp Business API

Automate
See all templates with Clicksign

All automations with Clicksign

Trusted by over 10.000 amazing companies

🏆 Top 3 use cases

How do companies use Clicksign?

Popular, smart ways to use Clicksign every day

  • Whenever a contract has to be drafted, customer data flows into the document on its own from the contact database, CRM or spreadsheet, so the document comes out correct with no retyping or double-checking.

  • When a document signature runs past its deadline, a reminder goes to the person responsible, so contracts are not forgotten and paperwork is completed on schedule.

  • As soon as the last signature lands on a document, a notification reaches the teams involved by chat, email or the agreed channel, keeping sales, finance and legal aligned at the same moment.

Possibilities with Clicksign on Pluga

Triggers and Actions of Clicksign

The trigger is the event that starts the flow with Clicksign, while the action is the task Pluga performs automatically on that app.

Trigger
Clicksign

Sign

Trigger for Clicksign event sign

Trigger
Clicksign

Document Closed

Trigger for Clicksign event document_closed

Trigger
Clicksign

Refusal

Trigger for Clicksign event refusal

Trigger
Clicksign

Upload

Trigger for Clicksign event upload

Action
Clicksign

Create Envelope

Creates an envelope in Clicksign for document signing

How it works

How to integrate with Clicksign

1. Trigger Clicksign Sign, Refusal, Upload, Document Closed
2. Action Target app Perform an action…
1. Trigger Source app When something happens…
2. Action Clicksign Create Envelope
How to use Clicksign on Pluga

Boost Clicksign in your workflow

With Pluga, you connect Clicksign to one (or more!) apps 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 sign".

  • 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.

  • 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

    Explore
  • Intermediate

    Standardize data across apps

    Adjust dates, numbers and characters to the format the next app expects to receive

    Explore
  • Advanced

    Send data in several directions

    Route each piece of data down the right path within a single flow, according to specific conditions

    Explore
  • Advanced

    Add a code block

    Run JavaScript or Python in the middle of the automation to transform data before the next step

    Explore
  • Advanced

    Create loops

    Take lists of items, go through each row and run the same action for every one of them

    Explore
  • Advanced

    Use generative AI

    Send data to an AI assistant or agent and use the response in the next step

    Explore
  • Advanced

    Connect to (almost) any app

    Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga

    Explore
  • Advanced

    Requests to external APIs

    Query or send data to any external API inside your automation

    Explore
Clicksign

Clicksign

Signatures

Connect 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.

See more integrations with signatures Visit Clicksign

Frequently Asked Questions

Everything you need to know to get started with Clicksign on Pluga.

  • With Pluga, you can connect the app Clicksign with over 133 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.