Connect Clicksign with Intercom
Connect Clicksign with Intercom to scale and automate your operations.
Explore automation templates
Automate Clicksign and Intercom with Pluga integrations
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Clicksign and Intercom
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Check out the available triggers and actions in the automation of apps Clicksign + Intercom
Sign
Trigger for Clicksign event sign
Document Closed
Trigger for Clicksign event document_closed
Refusal
Trigger for Clicksign event refusal
Created new user
When a new created user is on Intercom
user ID
Username
User email
User phone
User creation date
User update date
User Tags
Photo (url)
Location: City
Location: State
Location: Country
Company Name
Company ID
Company plan
Company size
The company's website
Company segment
Upload
Trigger for Clicksign event upload
Create Envelope
Creates an envelope in Clicksign for document signing
Create or update user
create/update a user on Intercom
Contact type Required
Email Required
Name
Telephone
User ID
Company ID
Company Name
Company plan
Company size
Company website
Company segmentation
Tags
Event
Boost this flow in your workflow
With Pluga, you connect Clicksign + Intercom 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, "When a new created user is on Intercom".
- 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
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.
Intercom
MarketingConnect Intercom to 133+ apps with Pluga and turn your work into a productive machine. Capture leads from all your channels, place each contact in the flow that makes sense for them and keep your database status always current, automatically.
