Connect Moskit CRM with Clicksign
Connect Moskit CRM with Clicksign to scale and automate your operations.
Explore automation templates
Automate Moskit CRM and Clicksign with Pluga integrations
Document signed event at Clicksign, create or update a business on Moskit CRM
Trigger for Clicksign event document_closed, create or update a business on Moskit CRM
For each won deal on Moskit CRM, creates an envelope in Clicksign for document signing
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Moskit CRM and Clicksign
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Check out the available triggers and actions in the automation of apps Moskit CRM + Clicksign
Created contact
For each created contact on Moskit CRM
Name
Main Phone
E-mail Principal
Telephone numbers separated by comma
Emails separated by comma
Site
Creation date
Created by
Responsible
Comments
Company: Name
Company: Main Telephone
Company: Main Email
Company: Comma separated telephone numbers
Company: Comma separated emails
Company: Website
Company: Creation Date
Company: Created by
Company: Responsible
Deal reached stage
When a deal reaches a funnel stage on Moskit CRM
Deal products
Deal: Name
Deal: Expected Date
Deal: Amount in cents
Deal: Status
Deal: Number of projects running
Deal: Number of archived projects
Deal: Created by
Deal: Responsible
Deal: Stage
Deal: Pipeline
Deal: Pipeline ID
Deal: Amount
Deal: Creation date
Deal: Date of last stage change
Deal: Closing date
Deal: Product SKU separated by comma
Deal: Name of products separated by comma
Deal: SKU and Product name separated by comma
Deal: Name, quantity and price of products separated by commas
Contact: Name
Contact: Main Telephone
Contact: Principal Email
Contact: Telephone numbers separated by commas
Contact: Comma-separated emails
Contact: Website
Contact: Creation Date
Contact: Created by
Contact: Responsible
Contact: Observations
Company: Name
Company: Main Telephone
Company: Main Email
Company: Comma separated telephone numbers
Company: Comma separated emails
Company: Website
Company: Creation Date
Company: Created by
Company: Responsible
Refusal
Trigger for Clicksign event refusal
Created deal
For each created deal on Moskit CRM
Deal products
Deal: Name
Deal: Expected Date
Deal: Amount in cents
Deal: Status
Deal: Number of projects running
Deal: Number of archived projects
Deal: Created by
Deal: Responsible
Deal: Stage
Deal: Pipeline
Deal: Pipeline ID
Deal: Amount
Deal: Creation date
Deal: Date of last stage change
Deal: Closing date
Deal: Product SKU separated by comma
Deal: Name of products separated by comma
Deal: SKU and Product name separated by comma
Deal: Name, quantity and price of products separated by commas
Contact: Name
Contact: Main Telephone
Contact: Principal Email
Contact: Telephone numbers separated by commas
Contact: Comma-separated emails
Contact: Website
Contact: Creation Date
Contact: Created by
Contact: Responsible
Contact: Observations
Company: Name
Company: Main Telephone
Company: Main Email
Company: Comma separated telephone numbers
Company: Comma separated emails
Company: Website
Company: Creation Date
Company: Created by
Company: Responsible
Won deal
For each won deal on Moskit CRM
Deal products
Deal: Name
Deal: Expected Date
Deal: Amount in cents
Deal: Status
Deal: Number of projects running
Deal: Number of archived projects
Deal: Created by
Deal: Responsible
Deal: Stage
Deal: Pipeline
Deal: Pipeline ID
Deal: Amount
Deal: Creation date
Deal: Date of last stage change
Deal: Closing date
Deal: Product SKU separated by comma
Deal: Name of products separated by comma
Deal: SKU and Product name separated by comma
Deal: Name, quantity and price of products separated by commas
Contact: Name
Contact: Main Telephone
Contact: Principal Email
Contact: Telephone numbers separated by commas
Contact: Comma-separated emails
Contact: Website
Contact: Creation Date
Contact: Created by
Contact: Responsible
Contact: Observations
Company: Name
Company: Main Telephone
Company: Main Email
Company: Comma separated telephone numbers
Company: Comma separated emails
Company: Website
Company: Creation Date
Company: Created by
Company: Responsible
Upload
Trigger for Clicksign event upload
Lost deal
For each lost deal on Moskit CRM
Deal products
Deal: Name
Deal: Expected Date
Deal: Amount in cents
Deal: Status
Deal: Number of projects running
Deal: Number of archived projects
Deal: Created by
Deal: Responsible
Deal: Stage
Deal: Pipeline
Deal: Pipeline ID
Deal: Amount
Deal: Creation date
Deal: Date of last stage change
Deal: Closing date
Deal: Product SKU separated by comma
Deal: Name of products separated by comma
Deal: SKU and Product name separated by comma
Deal: Name, quantity and price of products separated by commas
Contact: Name
Contact: Main Telephone
Contact: Principal Email
Contact: Telephone numbers separated by commas
Contact: Comma-separated emails
Contact: Website
Contact: Creation Date
Contact: Created by
Contact: Responsible
Contact: Observations
Company: Name
Company: Main Telephone
Company: Main Email
Company: Comma separated telephone numbers
Company: Comma separated emails
Company: Website
Company: Creation Date
Company: Created by
Company: Responsible
Deal: Reason for loss
Sign
Trigger for Clicksign event sign
Document Closed
Trigger for Clicksign event document_closed
Create or update contact
create or update a contact on Moskit CRM
Select responsible Required
Contact: Name
Contact: Email
Contact: CPF
Company: Name
Company: Email
Company: CNPJ
Contact: Position
Contact: Telephone
Contact: Observations
Company: Website
Company: Telephone
Company: Observations
Contact updates
Create or update deal
create or update a business on Moskit CRMHow it works:
Whenever something happens on the source app
1. A deal will be created/updated from a pipeline stage on Moskit CRM
2. A contact associated with the deal will be created/updated on Moskit CRM
3. A company associated with the deal will be created/updated on Moskit CRM
4. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on Moskit CRM (Round Robin)
All happening in a single automation! ✨
Create or update deal
create or update a business on Moskit CRM
Distribute new deal Required
Select sellers
Responsible
Deal update settings
Deal Name Required
Company: Name
Contact: Name
Contact: Email
Amount
Expected date
Deal status
Closing date
Reason for loss
Update Main Company
Company: Email
Company: Telephone
Update Primary Contact
Contact: Telephone
Contact: Position
Product's name
Product SKU
Product quantity
Price of the product
Company: Website
Company: Observations
Contact: Observations
Contact updates
Activity name
Activity type
Activity due date
Create Envelope
Creates an envelope in Clicksign for document signing
Boost this flow in your workflow
With Pluga, you connect Moskit CRM + Clicksign 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, "Trigger for Clicksign event document_closed".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Moskit CRM and what Pluga should run automatically at each step. Example: "create or update a contact on Moskit CRM"
- 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
Moskit CRM
CRMConnect Moskit CRM to 133+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.
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.
