Clicksign + Pipefy

Clicksign + Pipefy integrations

Create new signers in Clicksign when cards are moved in Pipefy

Streamline your workflow with this efficient automation that connects Pipefy and Clicksign. When a card is moved in Pipefy, a new signer is instantly created in Clicksign, saving you time and eliminating manual data entry. This integration provides a smooth transition from project management to document signing, enhancing productivity in your business operations.

When this happens...
Moved CardTriggers when a card is moved.
TriggerInstant
automatically do this!
Create SignerRequest for the creation of signatories at Clicksign.
ActionWrite

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More things you can do with Pipefy and Clicksign

Discover other triggers and actions you can use with Pipefy and Clicksign

- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It

- Pipe
- Card Id
  Required
- Phase_id
  Required
Action
Write
- Pipe
- Field
  Required
- Card Id
  Required
- Field Type
Action
Write

- Pipe
  Required
- Title
- Assignee_ids
- Label_ids
Action
Search
- Pipe
  Required
- Title
- Assignee_ids
- Label_ids
Action
Search or write
- Document Key
  Required
- Signer Key
  Required
- Sign As
  Required
- Group
- Message
Action
Write
- Document Key
  Required
Action
Write
- Path
  Required
- File
  Required
- Deadline at
- Auto Close
- Locale
- Sequence Enabled
- Remind Interval
Action
Write
- Document Key
  Required
Action
Write
- Document Key
  Required
Action
Write
List Templates
Request to view list of templates in Clicksign.
Action
Write
- Request Signature Key
- Message
- URL
Action
Write
- Request Signature Key
Action
Write
- Document Key
  Required
Action
Write
- Document Key
  Required
- Deadline At
- Auto Close
- Locale
- Sequence Enabled
- Remind Interval
Action
Write

- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It
- Pipe
  Required
Action
Write
- Table
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Table
  Required
- Record Title
  Required
Action
Search
- Events
Trigger
Instant
Try It
- Document keys
  Required
- Signer's unique key.
  Required
- Summary
Action
Write
- Key
  Required
- Path
  Required
- Template
Action
Write
- Email
- Phone Number
- Auths
  Required
- Name
- Documentation
- Birthday
- Has Documentation
- Delivery
- Selfie Enabled
- Handwritten Enabled
- Official Document Enabled
Action
Write
- Signer Key
  Required
Action
Write
- Page number
  Required
Action
Write
List Webhooks
After registering the Webhook, it can be consulted.
Action
Write
- Request Signature Key
Action
Write
- List key
  Required
Action
Write
- Signer Key
  Required
Action
Write

About Clicksign

Clicksign is an electronic document signing platform that meets the requirements of integrity, authenticity and non-repudiation of Brazilian legislation.

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Related categories

Proposal & Invoice Management

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

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Related categories

Project Management

Related Zap Templates

Create cards in Pipefy when new events occur in Clicksign

Create new Clicksign documents from completed Pipefy cards