Connect RD Station Marketing with Clicksign

Unlock the superpowers of RD Station Marketing + Clicksign and automate your tasks without having to write a single line of code.

RD Station Marketing and Clicksign
your way

Check out the available triggers and actions in the automation of apps RD Station Marketing + Clicksign

RD Station Marketing-modal-icon

Lead update

When the lead reaches a certain step in the RD Station Marketing automation flow

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

RD Station Marketing-icon

Lead update

When the lead reaches a certain step in the RD Station Marketing automation flow

Trigger

Information from RD Station Marketing that can be used and sent to other apps.

lead email

lead name

phone lead

cell phone

cargo

website

city

state

lead id

email user

lead company

public url

created in

Last scheduled opportunity date

Last scheduled opportunity date (date)

Last scheduled opportunity date (time)

Created on (date)

Created at (time)

updated

Updated on (date)

Updated at (time)

It's an opportunity

number of conversions

lead scoring

interest

Lead Internship

Identifier (first conversion)

lead origin - source (first conversion)

lead source - medium (first conversion)

lead source - campaign (first conversion)

User-Agent (first conversion)

twitter lead (first conversion)

Facebook lead (first conversion)

linkedin lead (first conversion)

device (first conversion)

twitter company (first conversion)

facebook company (first conversion)

linkedin company (first conversion)

company size (first conversion)

company address (first conversion)

company id sector (first conversion)

company website (first conversion)

email company (first conversion)

telephone company (first conversion)

url de conversão (primeira conversão)

First Conversion Traffic Source

First conversion (first session) traffic source

First conversion traffic source (current session)

Lead source - traffic medium (first conversion)

Lead source - traffic campaign (first conversion)

Lead source - traffic amount (first conversion)

Identificador de evento (primeira conversão)

Lead origin (last conversion)

Second Conversion Traffic Source (First Session)

Second Conversion Traffic Source (Current Session)

lead source - traffic amount (last conversion)

Telephone (last conversion)

Creation date (last conversion)

seller of last conversion

last conversion identifier

url de conversão (última conversão)

lead origin - source (last conversion)

lead source - medium (last conversion)

lead source - campaign (last conversion)

Creation date in day/month/year format (last conversion)

Creation time (last conversion)

Identificador de evento (última conversão)

Tags (separated by comma)

lead source - utm_medium (first conversion)

lead source - utm_campaign (first conversion)

lead source - utm_term (first conversion)

lead source - utm_content (first conversion)

lead source - utm_source (first conversion)

lead source - utm_medium (last conversion)

lead source - utm_campaign (last conversion)

lead source - utm_term (last conversion)

lead source - utm_content (last conversion)

lead source - utm_source (last conversion)

Clicksign-modal-icon

Refusal

Trigger for Clicksign event refusal

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Clicksign-icon

Refusal

Trigger for Clicksign event refusal

Trigger

RD Station Marketing-modal-icon

Lead marked as opportunity

When a lead is marked as an opportunity on RD Station Marketing

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

RD Station Marketing-icon

Lead marked as opportunity

When a lead is marked as an opportunity on RD Station Marketing

Trigger

Information from RD Station Marketing that can be used and sent to other apps.

Lead: uuid

User: Email

Lead: Linkedin

Lead: Facebook

Lead: Twitter

Lead: Company

Lead: Date the opportunity was marked

Lead: Date the opportunity was marked (date)

Lead: Date the opportunity was marked (time)

Lead: Score

Lead: Source

Lead: Tags (separated by comma)

Lead: Email

Lead: Name

Lead: Phone

Lead: Cellphone

Lead: Role

Lead: Website

Lead: City

Lead: State

Clicksign-modal-icon

Upload

Trigger for Clicksign event upload

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Clicksign-icon

Upload

Trigger for Clicksign event upload

Trigger

Clicksign-modal-icon

Sign

Trigger for Clicksign event sign

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Clicksign-icon

Sign

Trigger for Clicksign event sign

Trigger

Clicksign-modal-icon

Document Closed

Trigger for Clicksign event document_closed

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Clicksign-icon

Document Closed

Trigger for Clicksign event document_closed

Trigger

RD Station Marketing-modal-icon

Change lead status to customer

change the lead status to "customer" on RD Station Marketing

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

RD Station Marketing-icon

Change lead status to customer

change the lead status to "customer" on RD Station Marketing

Action

Fields in RD Station Marketing that can receive information from other apps.

Email Required

Opportunity Required

Event name Required

Create sale for lead

Sale value

RD Station Marketing-modal-icon

Create or update lead

include or update the lead on RD Station Marketing

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

RD Station Marketing-icon

Create or update lead

include or update the lead on RD Station Marketing

Action

Fields in RD Station Marketing that can receive information from other apps.

Email Required

Event name Required

Name

Office

Telephone

Cell phone

Country

state

City

Web site

Twitter

Facebook

Linkedin

Tags

Lead's birthday

Company

Company website

Company size

Company's adress

Create sale for lead

Sale value

UTM medium

UTM source

UTM campaign

UTM terms

Clicksign-modal-icon

Create Envelope

Creates an envelope in Clicksign for document signing

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Clicksign-icon

Create Envelope

Creates an envelope in Clicksign for document signing

Action

Didn't find your use case? Send suggestion.

Automate RD Station Marketing and Clicksign
with Pluga integrations

Explore automation templates

Trusted by over 10.000 amazing companies

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.

  • Trigger and source app of the automation

    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.

  • Action and destination app of the automation

    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.

  • Information mapping of the automation

    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.

  • Automation with multiple actions among more than two apps

    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 RD Station Marketing + 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.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp
RD Station Marketing-icon

RD Station Marketing

Marketing

RD Station Marketing is the digital marketing automation product of RD Station. This app allows for campaign creation, lead management, result analysis, and optimization of online marketing strategies.

Integrations with RD Station Marketing Visit RD Station Marketing
Clicksign-icon

Clicksign

Signatures

Integration with Clicksign API for document signing

Integrations with Clicksign Visit Clicksign

Frequently Asked Questions

  • With Pluga, you can easily automate RD Station Marketing com Clicksign . Just follow these steps:

    • 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
    • 2. Select the source app and trigger;
    • 3. Select the destination app and action;
    • 4. Make the necessary adjustments, specifying which data will be sent to one app to another.

  • By automating RD Station Marketing with Clicksign 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 RD Station Marketing, Clicksign, 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.