Connect Clicksign with JivoChat
Connect Clicksign with JivoChat to scale and automate your operations.
Explore automation templates
Automate Clicksign and JivoChat with Pluga integrations
For each finalized online chat on JivoChat, creates an envelope in Clicksign for document signing
For each conducted offline chat on JivoChat, creates an envelope in Clicksign for document signing
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Clicksign and JivoChat
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Check out the available triggers and actions in the automation of apps Clicksign + JivoChat
Sign
Trigger for Clicksign event sign
Document Closed
Trigger for Clicksign event document_closed
Refusal
Trigger for Clicksign event refusal
Ended chat
For each finalized online chat on JivoChat
Widget ID
Visitor name
Visitor email
Visitor's telephone number
Number of visitor chats
URL of the page
Title of the page
Full UTM
UTM Campaign
Source UTM
Medium UTM
Content UTM
Chat review
Chat agent names
Chat agent emails
Department name
Chat messages
Chat messages (HTML)
Upload
Trigger for Clicksign event upload
Offline Chat
For each conducted offline chat on JivoChat
Widget ID
Visitor name
Visitor email
Visitor's telephone number
Number of visitor chats
URL of the page
Title of the page
Full UTM
UTM Campaign
Source UTM
Medium UTM
Content UTM
Message
Create Envelope
Creates an envelope in Clicksign for document signing
Boost this flow in your workflow
With Pluga, you connect Clicksign + JivoChat 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 finalized online chat on JivoChat".
- 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 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.
JivoChat
ChatbotConnect JivoChat to 131+ apps with Pluga and turn your work into a productive machine. Log every new contact, send conversation content to your CRM, your spreadsheets or your AI Agent, and fire automatic replies at the right moment.
