Connect Clicksign with Ramper Pipeline
Unlock the superpowers of Clicksign + Ramper Pipeline and automate your tasks without having to write a single line of code.
Clicksign and Ramper Pipeline
your way
Check out the available triggers and actions in the automation of apps Clicksign + Ramper Pipeline
Signed document
For each signed document on ClicksignTrigger
Document filename
Document upload time
Last updated time of document
Document finished date
Document deadline date
Document status
The document was closed automatically.
Document language
Document creator name
Email creator name
Signers names (comma separated)
Signers emails (comma separated)
Signers SSNs (comma separated)
Document key
Won opportunity
For each won opportunity on Ramper PipelineTrigger
Deal products
ID
Opportunity title
Opportunity contact type (Person or Organization)
Organization ID
Person ID
Responsible ID
Revenue
Closing date
ID is Stage
Active Opportunity?
Creation date
Change date
Name of person responsible
Short name of the person responsible
Step name
Short step name
Step background color
Stage type
Organization: Name
Organization: Address
Organization: CNPJ
Organization: Telephone
Organization: Name
Organization: Email
Organization: Telephone
Person: Name
Person: Email
Person: Phone
Products: Names (separated by comma)
Products: Quantities (separated by comma)
Products: Unit values (separated by comma)
Document signed with files
For each signed document with files on ClicksignTrigger Premium
Document filename
Document upload time
Last updated time of document
Document finished date
Document deadline date
Document status
The document was closed automatically.
Document language
Document creator name
Email creator name
Signers names (comma separated)
Signers emails (comma separated)
Signers SSNs (comma separated)
Document key
Original document url
Signed document URL
Lost opportunity
For each lost opportunity on Ramper PipelineTrigger
Deal products
Opportunity ID
Opportunity title
Opportunity contact type (Person or Organization)
Organization ID
Person ID
Responsible ID
Revenue
Closing date
ID is Stage
Active Opportunity?
Opportunity creation date
Opportunity change date
Name of person responsible for the opportunity
Short name of the person responsible
Step name
Short step name
Step background color
Stage type
Organization: Name
Organization: Address
Organization: CNPJ
Organization: Telephone
Organization: Name of person
Organization: Person's email
Organization: Person's telephone number
Person: Name
Person: Email
Person: Phone
Products: Names (separated by comma)
Products: Quantities (separated by comma)
Products: Unit values (separated by comma)
Created opportunity
For each created opportunity on Ramper PipelineTrigger
Deal products
Opportunity ID
Opportunity title
Opportunity contact type (Person or Organization)
Organization: ID
Person: ID
Responsible: ID
Revenue
Closing date
ID is Stage
Active Opportunity?
Opportunity creation date
Opportunity change date
Name of person responsible for the opportunity
Short name of the person responsible
Step name
Short step name
Step background color
Stage type
Organization: Name
Organization: Address
Organization: CNPJ
Organization: Telephone
Organization: Name of person
Organization: Person's email
Organization: Person's telephone number
Person: Name
Person: Email
Person: Phone
Products: Names (separated by comma)
Products: Quantities (separated by comma)
Products: Unit values (separated by comma)
Create or update opportunity
create or update an opportunity on Ramper PipelineAction
Distribute new opportunities
List of Sellers
Responsible person's email
Opportunity update settings
Opportunity update criteriia
Title Required
Sales stage Required
Revenue
Closing date
Historic
Opportunity for Required
Organization name
Organization address
Organization CNPJ
Organization phone
Name of person in the organization
Email of the organization person
Phone number of the organization person
Persons name
Person's email
Person's phone
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Automate Clicksign and Ramper Pipeline
with Pluga integrationsExplore automation templates


For each signed document on Clicksign, create an opportunity on Ramper Pipeline
AUTOMATE

For each signed document with files on Clicksign, create an opportunity on Ramper Pipeline
AUTOMATE

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Clicksign
SignaturesClicksign is an electronic signature platform that enables the secure and digital formalization of documents, streamlining processes and ensuring legal validity for contracts and other records.
Integrations with Clicksign Visit Clicksign
Ramper Pipeline
CRMRamper Pipeline is a sales pipeline management app that helps companies visualize and track the progress of sales opportunities, manage contacts, and close deals.
Integrations with Ramper Pipeline Visit Ramper Pipeline