Clicksign integration with Pipedrive
How to Create Pipedrive deals for new Clicksign events
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Pipedrive deals for new Clicksign events" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Clicksign integrations
Clicksign actions
Nekton can use any feature that is available in Clicksign API.
Using our advanced AI, you can easily create custom automations for Clicksign.
Here are some typical actions you can do in your automated workflows.
Batches
Request to batch creation of documents in Clicksign.
Create Document From Template
Request for creating documents at Clicksign via template.
Create Signer
Request for the creation of signatories at Clicksign.
Delete Signer
Request to permanently delete a signatory
List Documents
Request to view part of the metadata of documents in Clicksign.
Notifications SMS
Request to send an e-mail message to a signatory requesting to sign a document or batch.
About Clicksign
Clicksign is an electronic document signing platform that meets the requirements of integrity, authenticity and non-repudiation of Brazilian legislation.