Connect Yampi with Clicksign

Connect Yampi with Clicksign to scale and automate your operations.

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Automate Yampi and Clicksign
with Pluga integrations

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Yampi and Clicksign
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Check out the available triggers and actions in the automation of apps Yampi + Clicksign

Trigger
Yampi

Created order

For each new created order on Yampi

Order items

Order: Current status

Order number

Order: Total amount

Order: Subtotal of products

Order: Shipping cost

Order: Discount amount

Request: Fee amount

Order: Deadline (in days) for delivery

Order: Creation date and time

Request: Creation time zone

Order: Date and time of creation in the format (DD/MM/YYYY - H:M:S)

Order: Creation date in format (DD/MM/YYYY)

Order: Creation time in format (H:M:S)

Delivery: Estimated date and time

Delivery: Forecast time zone

Delivery: Expected date and time in the format (DD/MM/YYYY - H:M:S)

Delivery: Expected date in the format (DD/MM/YYYY)

Delivery: Estimated time not format (H:M:S)

Customer: IP number

Delivery: ID

Delivery: Street

Delivery: Number

Delivery: Neighborhood

Delivery: Person who will receive the order

Delivery: Zip Code

Delivery: Complement

Delivery: City

Delivery: State

Delivery: UF

Delivery: Country

Delivery: Full address

Delivery: Shipping service

Customer: ID

Customer: Name

Customer: First name

Customer: Last name

Customer: Email

Customer: CPF

Customer: CNPJ

Customer: Company name

Customer: Birthday date

Customer: Telephone/Mobile: number with area code without formatting (e.g.: 21999999999)

Customer: DDD Telephone/Cellular

Customer: Telephone/Cellular

Customer: Telephone/Cell phone with formatted area code (e.g.: (21) 99999-9999)

Customer: Link Whatsapp

Order: Name of items (separated by comma)

Order: SKU code of the products (separated by a comma)

Order: Price of products (separated by comma)

Order: Quantity of products purchased (separated by comma)

Order: [SKUs] Name - price x quantity of products (separated by commas)

Order: Customizations (separated by a comma in the format 'customization name - customer choice')

Transaction: Holder's name

Transaction: Installments

Transaction: Installment amount

Transaction: Quantity and amount of installments (e.g. 2x of R$ 200.00)

Order: Payment type used

Trigger
Clicksign

Sign

Trigger for Clicksign event sign

Trigger
Clicksign

Document Closed

Trigger for Clicksign event document_closed

Trigger
Yampi

Paid order

For each paid order on Yampi

Order items

Order: Status

Order: Number

Order: Total amount

Order: Subtotal of products

Order: Shipping cost

Order: Discount amount

Order: Fee amount

Delivery: Deadline (in days)

Order: Creation date and time

Order: Creation time zone

Order: Date and time of creation in the format (DD/MM/YYYY - H:M:S)

Order: Creation date in format (DD/MM/YYYY)

Order: Creation time in format (H:M:S)

Delivery: Estimated date and time

Delivery: Forecast time zone

Delivery: Estimated date and time in the format (DD/MM/YYYY - H:M:S)

Delivery: Expected date in the format (DD/MM/YYYY)

Delivery: Estimated time not format (H:M:S)

Customer: IP number

Delivery: ID

Delivery: Street

Delivery: Number

Delivery: Neighborhood

Delivery: Person who will receive the order

Delivery: Zip Code

Delivery: Complement

Delivery: City

Delivery: State

Delivery: UF

Delivery: Country

Delivery: Full address

Delivery: Shipping service

Customer: ID

Customer: Name

Customer: First name

Customer: Last name

Customer: Email

Customer: CPF

Customer: CNPJ

Customer: Company name

Customer: Birthday date

Customer: Telephone/Cell phone with area code without formatting (e.g.: 21999999999)

Customer: Telephone/Cellular area code

Customer: Telephone/Cellphone

Customer: Telephone/Cell phone with formatted area code (e.g.: (21) 99999-9999)

Customer: Whatsapp Link

Order: Name of products (separated by comma)

Order: SKU code of the products (separated by a comma)

Order: Price of products (separated by comma)

Order: Quantity of products purchased (separated by commas)

Order: [SKUs] Name - price x quantity of products (separated by commas)

Order: Product customizations (separated by a comma in the format 'customization name - customer choice')

Transaction: Holder's name

Transaction: Installments

Transaction: Installment amount

Transaction: Quantity and amount of installments (e.g. 2x of R$ 200.00)

Transaction: Payment type

Order: Coupon code used

Order: Description of the coupon used

Transaction: Payment date and time

Transaction: Payment time zone

Transaction: Date and time of payment in the format (DD/MM/YYYY - H:M:S)

Transaction: Payment date in the format (DD/MM/YYYY)

Transaction: Payment time in the format (H:M:S)

Trigger
Clicksign

Refusal

Trigger for Clicksign event refusal

Trigger
Yampi

Order canceled

For each order canceled on Yampi

Order items

Order: Status

Order: Number

Order: Total amount

Order: Subtotal of products

Order: Shipping cost

Order: Discount amount

Order: Fee amount

Delivery: Deadline (in days)

Order: Creation date and time

Order: Creation time zone

Order: Date and time of creation in the format (DD/MM/YYYY - H:M:S)

Order: Creation date in format (DD/MM/YYYY)

Order: Creation time in format (H:M:S)

Delivery: Estimated date and time

Delivery: Forecast time zone

Delivery: Estimated date and time in the format (DD/MM/YYYY - H:M:S)

Delivery: Expected date in the format (DD/MM/YYYY)

Delivery: Estimated time not format (H:M:S)

Customer: IP number

Delivery: ID

Delivery: Street

Delivery: Number

Delivery: Neighborhood

Delivery: Person who will receive the order

Delivery: Zip Code

Delivery: Complement

Delivery: City

Delivery: State

Delivery: UF

Delivery: Country

Delivery: Full address

Delivery: Shipping service

Customer: ID

Customer: Name

Customer: First name

Customer: Last name

Customer: Email

Customer: CPF

Customer: CNPJ

Customer: Company name

Customer: Birthday date

Customer: Telephone/Cell phone with area code without formatting (e.g.: 21999999999)

Customer: Telephone/Cellular area code

Customer: Telephone/Cellphone

Customer: Telephone/Cell phone with formatted area code (e.g.: (21) 99999-9999)

Customer: Whatsapp Link

Order: Name of products (separated by comma)

Order: SKU code of the products (separated by a comma)

Order: Price of products (separated by comma)

Order: Quantity of products purchased (separated by commas)

Order: [SKUs] Name - price x quantity of products (separated by commas)

Order: Product customizations (separated by a comma in the format 'customization name - customer choice')

Transaction: Holder's name

Transaction: Installments

Transaction: Installment amount

Transaction: Quantity and amount of installments (e.g. 2x of R$ 200.00)

Transaction: Payment type

Order: Coupon code used

Order: Description of the coupon used

Trigger
Clicksign

Upload

Trigger for Clicksign event upload

Action
Clicksign

Create Envelope

Creates an envelope in Clicksign for document signing

How to integrate Yampi and Clicksign on Pluga

Boost this flow in your workflow

With Pluga, you connect Yampi + 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, "For each new created order on Yampi".

  • 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

Yampi

Yampi

E-commerce

Connect Yampi to 131+ apps with Pluga and turn your work into a productive machine. Automate order processing — created, paid, shipped or cancelled: each stage triggers the next steps, from customer notifications to finance and inventory entries.

Clicksign

Clicksign

Signatures

Connect 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.

Frequently Asked Questions

  • By automating Yampi 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 Yampi, 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.