Clicksign + Pipedrive
Create Pipedrive deals for new Clicksign events
Effortlessly keep your sales process moving forward by connecting Clicksign and Pipedrive with this streamlined workflow. When a specific event occurs in Clicksign, such as a document signature, this automation creates a new deal in Pipedrive to ensure your team stays up-to-date with the latest progress. Stay organized and save time on manual data entry by utilizing this seamless integration.
Effortlessly keep your sales process moving forward by connecting Clicksign and Pipedrive with this streamlined workflow. When a specific event occurs in Clicksign, such as a document signature, this automation creates a new deal in Pipedrive to ensure your team stays up-to-date with the latest progress. Stay organized and save time on manual data entry by utilizing this seamless integration.
- When this happens...Triggers Event When a Event Occur.
Triggers when a event or a list of events occur.
- automatically do this!Create Deal
Creates a new deal.
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Events
Try ItDocument keysRequired
Signer's unique key.Required
Summary
KeyRequired
PathRequired
Template
Email
Phone Number
AuthsRequired
Name
Documentation
Birthday
Has Documentation
Delivery
Selfie Enabled
Handwritten Enabled
Official Document Enabled
Document KeyRequired
Signer KeyRequired
Sign AsRequired
Group
Message
Document KeyRequired
PathRequired
FileRequired
Deadline at
Auto Close
Locale
Sequence Enabled
Remind Interval
Document KeyRequired
