Clicksign by Pluga

Trigger actions in RD based on signature events With the Clicksign + RD Station integration via Pluga, you can configure triggers based on Clicksign events to automatically perform actions in RD Station CRM such as creating or updating a deal, contact, or company, keeping your systems synchronized without manual work. Keep your customer history organized Each time a contract is finalized in Clicksign, the event can create a new note or update within RD Station CRM, helping your team track the progress of signatures and consolidate all information in one place. Create follow-up tasks after signatures When a contract is signed in Clicksign, the event can automatically create a new task in RD Station CRM such as “call for onboarding” or “send invoice,” ensuring your customer success team continues the process without relying on manual reminders.