Connect Pipefy with ZapSign

Connect Pipefy with ZapSign to scale and automate your operations.

Explore automation templates

Automate Pipefy and ZapSign
with Pluga integrations

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Pipefy and ZapSign
your way

Check out the available triggers and actions in the automation of apps Pipefy + ZapSign

Trigger
Pipefy

Created card

When a card is created on Pipefy

Name of card creator

Card creator email

Current phase name

Card expiration date

Title of the card

Name of users assigned to the card

Emails of users assigned to the card

Name of card tags

Card creation date

Card update date

Card update date in 'dd/mm/yyyy'

Card URL

Trigger
ZapSign

Signed document

For each signed document on ZapSign

Subscriber name

Email

NO

Telephone number with area code

Contract signed at:

Qualification

Signature image link

Visa image link (heading)

Photo of the document

Photo on the back of the document

Selfie link

Selfie link 2

Shipping mode

Subscription URL

CPF do assinante

CNPJ do assinante

Token do signatário

Document creator email

Contract name

Original contract file link

Signed contract file link

Contract created in:

Documentos complementares: nomes (separados por vírgula)

Documentos complementares: links dos arquivos originais (separados por vírgula)

Documentos complementares: links dos arquivos assinados (separados por vírgula)

Token do documento

Token do template

Trigger
Pipefy

Finished card

When a card is finalized on Pipefy

Name of card creator

Card creator email

Current phase name

Card expiration date

Title of the card

Name of users assigned to the card

Emails of users assigned to the card

Name of card tags

Card creation date

Card update date

Card update date in 'dd/mm/yyyy'

Card URL

Trigger
Pipefy

Moved card

When a card is moved to a certain phase of a pipe on Pipefy

Name of card creator

Card creator email

Current phase name

Card expiration date

Title of the card

Name of users assigned to the card

Emails of users assigned to the card

Name of card tags

Card creation date

Card update date

Card update date in 'dd/mm/yyyy'

URL do card

Action
Pipefy

Create card

create a card on Pipefy

Card comment

Action
Pipefy

Create record in table

create a record on a table on Pipefy

Premium Action
ZapSign

Create document via template

create a document using a template on ZapSign

Send message on WhatsApp automatically

DDI of the signer's phone

Signatory's telephone number (with area code)

Frequency of sending reminders

How to integrate Pipefy and ZapSign on Pluga

Boost this flow in your workflow

With Pluga, you connect Pipefy + ZapSign 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, "When a card is created on Pipefy".

  • Basic 2

    Set the destinations and the actions

    Select the apps that make up the flow with ZapSign and what Pluga should run automatically at each step. Example: "create a document using a template on ZapSign"

  • 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

Pipefy

Pipefy

Project

Connect Pipefy to 133+ apps with Pluga and turn your work into a productive machine. Create tasks and cards automatically from what happens in other systems, update statuses without opening app after app and keep your team aligned around the same place.

ZapSign

ZapSign

Signatures

Connect ZapSign 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.

Frequently Asked Questions

  • By automating Pipefy with ZapSign on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between Pipefy, ZapSign, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check Pluga's pricing page for more details.