Connect Ramper Pipeline with Clicksign
Unlock the superpowers of Ramper Pipeline + Clicksign and automate your tasks without having to write a single line of code.
Ramper Pipeline and Clicksign
your way
Check out the available triggers and actions in the automation of apps Ramper Pipeline + Clicksign
Created opportunity
For each created opportunity on Ramper PipelineHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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)
Sign
Trigger for Clicksign event signHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Sign
Trigger for Clicksign event signTrigger
Document Closed
Trigger for Clicksign event document_closedHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Document Closed
Trigger for Clicksign event document_closedTrigger
Won opportunity
For each won opportunity on Ramper PipelineHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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)
Refusal
Trigger for Clicksign event refusalHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Refusal
Trigger for Clicksign event refusalTrigger
Lost opportunity
For each lost opportunity on Ramper PipelineHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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)
Upload
Trigger for Clicksign event uploadHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Upload
Trigger for Clicksign event uploadTrigger
Create or update opportunity
create or update an opportunity on Ramper PipelineHow it works:
Whenever something happens on the source app
1. An opportunity will be created/updated on Ramper Pipeline
2. A person associated with this deal will be created/updated on Ramper Pipeline
3. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on Ramper Pipeline (Round Robin)
All happening in a single automation! ✨
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
Create Envelope
Creates an envelope in Clicksign for document signingHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create Envelope
Creates an envelope in Clicksign for document signingAction
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Automate Ramper Pipeline and Clicksign with Pluga integrations
Explore automation templates
Document signed event at Clicksign, create or update an opportunity on Ramper Pipeline
Trigger for Clicksign event document_closed, create or update an opportunity on Ramper Pipeline
For each won opportunity on Ramper Pipeline, creates an envelope in Clicksign for document signing
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How to integrate apps with Pluga?
Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.
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What is the automation trigger?
The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.
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What is an action within an automation?
The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.
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How does information mapping work?
Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).
For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.
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Is it possible to have more than one action?
With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.
Automate Ramper Pipeline + Clicksign
and say goodbye to manual (and tedious) tasks!
By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. 
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 Clicksign
SignaturesIntegration with Clicksign API for document signing
Integrations with Clicksign Visit Clicksign