Clicksign + Pipefy

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 Card
Triggers when a card is moved.
TriggerInstant
automatically do this!
Create Signer
Request for the creation of signatories at Clicksign.
ActionWrite

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Supported triggers and actions

- PipeRequired
Trigger
Instant
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- PipeRequired
Trigger
Instant
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- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It

- Pipe
- Card IdRequired
- Phase IdRequired
Action
Write
- Pipe
- FieldRequired
- Card IdRequired
- Field Type
Action
Write

- PipeRequired
- Title
- Assignee Ids
- Label Ids
Action
Search
- PipeRequired
- Title
- Assignee Ids
- Label Ids
Action
Search or write
- Document KeyRequired
- Signer KeyRequired
- Sign AsRequired
- Group
- Message
Action
Write
- Document KeyRequired
Action
Write
- PathRequired
- FileRequired
- Deadline at
- Auto Close
- Locale
- Sequence Enabled
- Remind Interval
Action
Write
- Document KeyRequired
Action
Write
- Document KeyRequired
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 KeyRequired
Action
Write
- Document KeyRequired
- Deadline At
- Auto Close
- Locale
- Sequence Enabled
- Remind Interval
Action
Write

- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It
- PipeRequired
Action
Write
- TableRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- TableRequired
- Record TitleRequired
Action
Search
- Events
Trigger
Instant
Try It
- Document keysRequired
- Signer's unique key.Required
- Summary
Action
Write
- KeyRequired
- PathRequired
- Template
Action
Write
- Email
- Phone Number
- AuthsRequired
- Name
- Documentation
- Birthday
- Has Documentation
- Delivery
- Selfie Enabled
- Handwritten Enabled
- Official Document Enabled
Action
Write
- Signer KeyRequired
Action
Write
- Page numberRequired
Action
Write
List Webhooks
After registering the Webhook, it can be consulted.
Action
Write
- Request Signature Key
Action
Write
- List keyRequired
Action
Write
- Signer KeyRequired
Action
Write

About Clicksign

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

Learn more

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

Learn more

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

Clicksign + Pipefy

Create new signers in Clicksign when cards are moved in Pipefy

Done Card

Expired Card

Late Card

New Card

Updated Record Field

Move Card

Update Card Field

Find Card

Find or Create Card

Add Signer to Document

Cancel Document

Create Document

Delete Document

Duplicate Document

List Templates

Notifications Email

Notifications WhatsApp

View Document

Update Document

Overdue Card

Updated Card Field

Moved Card

New Database Record

Create Card

Create Record

API Request (Beta)

Find Database Records

Triggers Event When a Event Occur.

Batches

Create Document From Template

Create Signer

Delete Signer

List Documents

List Webhooks

Notifications SMS

Remove Signer From Document

View Signer

About Clicksign

Related categories

About Pipefy

Related categories

Related Zap Templates

Related Zap Templates