📑 Integration Pipefy -> Clicksign (Send a document)

  • 8 March 2023
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📑 Integration Pipefy -> Clicksign (Send a document)
Userlevel 6

Hi Pipefy Community,


 

This week we will share with you the Pipefy integration with Clicksign. This recipe is to send a document for signature from a Pipefy command.
 

PS: At workato we don't have a Clicksign connector so this recipe was made through HTTP calls


Recipe:

Trigger - When a card is updated in Pipefy

 

1. Action - Get information from this card (get card by ID)

2. Action - Choose the contract template that will be sent on clicksign

3. Action - Create a signer on clicksign

4. Action - Assign this signer to the document

5. Action - Notify signer

6. Action - Register the correspondence between the card ID and the contract ID in a table

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Most common use case: Contract Management, Legal Processes, Supplier Management, Onboarding Process or any other process that needs a contract

Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.


There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!


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