Connect Clicksign with PayPal
Connect Clicksign with PayPal to scale and automate your operations.
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Automate Clicksign and PayPal with Pluga integrations
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Clicksign and PayPal
your way
Check out the available triggers and actions in the automation of apps Clicksign + PayPal
Sign
Trigger for Clicksign event sign
Document Closed
Trigger for Clicksign event document_closed
Chargeback occurrence
When a chargeback occurs on PayPal
payment id
payment State
payment date/time
total amount (decimal)
Amount after currency conversion
Total payment amount
fees (decimal)
Amount of the fee charged by PayPal
shipping (decimal)
Amount of the fee charged by PayPal
customer: email
customer: first name
customer: last name
customer: paypal customer id
customer: country
customer: Telephone
address: recipient name
address street
address: city
address: state code
address: country code
address: Zip Code
Item names
Item numbers
Refusal
Trigger for Clicksign event refusal
Approved payment
For each approved payment on PayPal
payment id
payment status
payment date/time
total amount (decimal)
Amount after currency conversion
Total payment amount
fees (decimal)
taxas (texto)
shipping (decimal)
frete (texto)
customer: email
customer: first name
customer: last name
customer: paypal customer id
customer: country
customer: Telephone
address: recipient name
address street
address: city
address: state code
address: country code
address: Zip Code
Item names
Item numbers
Valor do frete em R$
Valor total do pagamento em R$
Valor da taxa cobrada pelo PayPal em R$
Expired payment
For each expired payment on PayPal
payment id
payment status
payment date/time
total amount (decimal)
Amount after currency conversion
Total payment amount
fees (decimal)
Amount of the fee charged by PayPal
shipping (decimal)
Amount of the fee charged by PayPal
customer: email
customer: first name
customer: last name
customer: paypal customer id
customer: country
customer: Telephone
address: recipient name
address street
address: city
address: state code
address: country code
address: Zip Code
Item names
Item numbers
Upload
Trigger for Clicksign event upload
Declined payment
For each declined payment on PayPal
payment id
payment status
payment date/time
total amount (decimal)
Amount after currency conversion
Total payment amount
fees (decimal)
Amount of the fee charged by PayPal
shipping (decimal)
Amount of the fee charged by PayPal
customer: email
customer: first name
customer: last name
customer: paypal customer id
customer: country
customer: Telephone
address: recipient name
address street
address: city
address: state code
address: country code
address: Zip Code
Item names
Item numbers
Refunded payment
For each refunded payment on PayPal
payment id
payment status
payment date/time
total amount (decimal)
Amount after currency conversion
Total payment amount
fees (decimal)
Amount of the fee charged by PayPal
shipping (decimal)
Amount of the fee charged by PayPal
customer: email
customer: first name
customer: last name
customer: paypal customer id
customer: country
customer: Telephone
address: recipient name
address street
address: city
address: state code
address: country code
address: Zip Code
Item names
Item numbers
Create Envelope
Creates an envelope in Clicksign for document signing
Boost this flow in your workflow
With Pluga, you connect Clicksign + PayPal 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 approved payment on PayPal".
- 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.
PayPal
PaymentConnect PayPal to 131+ apps with Pluga and turn your work into a productive machine. Generate invoices as soon as a deal closes and automate what happens with payment data: notify the customer, settle it in your finance app and log it in your CRM. You can also push sales records out to keep cash flow dashboards always up to date.
