Bitrix24 + ClickSign Integration

Integrate Bitrix24 to ClickSign in one click, or tell Integrately AI how you want each deal handled. Generate secure electronic signature requests, track signing progress, update your CRM records, and notify your sales team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Bitrix24
    Quote is created in Bitrix24
  • Bitrix24
    Smart process is created in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24
  • Bitrix24
    Lead is updated in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24 Instant
  • Bitrix24
    Lead is updated in Bitrix24 Instant
  • Bitrix24
    Lead is deleted in Bitrix24 Instant
  • Bitrix24
    Deal is created in Bitrix24
  • Bitrix24
    Deal is created in Bitrix24 Instant
  • Bitrix24
    Deal is updated in Bitrix24 Instant
  • Bitrix24
    Deal is deleted in Bitrix24 Instant
  • Bitrix24
    Contact is created in Bitrix24
  • Bitrix24
    Contact is updated in Bitrix24
  • Bitrix24
    Contact is created in Bitrix24 Instant
  • Bitrix24
    Contact is updated in Bitrix24 Instant
  • Bitrix24
    Contact is deleted in Bitrix24 Instant
  • Bitrix24
    Task is created in Bitrix24 Instant
  • Bitrix24
    Task is updated in Bitrix24 Instant
  • Bitrix24
    Task is deleted in Bitrix24 Instant
  • Bitrix24
    Company is updated in Bitrix24 Instant
  • Bitrix24
    Company is deleted in Bitrix24 Instant
  • Bitrix24
    Company is created in Bitrix24 Instant
  • ClickSign
    Document is uploaded in ClickSign Instant
  • ClickSign
    Signers is added to document. in ClickSign Instant
  • ClickSign
    Signers is removed from document. in ClickSign Instant
  • ClickSign
    Signatory is sign a document in ClickSign Instant
  • ClickSign
    Signed document is ready for download. in ClickSign Instant
  • ClickSign
    Signing of a document is started. in ClickSign Instant
  • ClickSign
    Language of document is changed in ClickSign Instant
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2.
  • Bitrix24
    Search lead in Bitrix24
  • Bitrix24
    Create quote in Bitrix24
  • Bitrix24
    Search quote by title in Bitrix24
  • Bitrix24
    Update quote in Bitrix24
  • Bitrix24
    Search contact in Bitrix24
  • Bitrix24
    Create lead in Bitrix24
  • Bitrix24
    Update lead in Bitrix24
  • Bitrix24
    Create contact in Bitrix24
  • Bitrix24
    Update contact in Bitrix24
  • Bitrix24
    Create deal in Bitrix24
  • Bitrix24
    Update deal in Bitrix24
  • Bitrix24
    Get deal by id in Bitrix24
  • Bitrix24
    Search deal in Bitrix24
  • Bitrix24
    Create company in Bitrix24
  • Bitrix24
    Search company in Bitrix24
  • Bitrix24
    Update company in Bitrix24
  • Bitrix24
    Get company by id in Bitrix24
  • Bitrix24
    Search task in Bitrix24
  • Bitrix24
    Get task by id in Bitrix24
  • Bitrix24
    Update task in Bitrix24
  • Bitrix24
    Get lead by id in Bitrix24
  • Bitrix24
    Get contact by id in Bitrix24
  • Bitrix24
    Add comment in Bitrix24
  • ClickSign
    Create document from template in ClickSign
  • ClickSign
    Create document in ClickSign
  • ClickSign
    Add signer to document in ClickSign
  • ClickSign
    Get signer by signer key in ClickSign
  • ClickSign
    Remove signer to document in ClickSign
  • ClickSign
    Request subscription by email in ClickSign
  • ClickSign
    Request signature via WhatsApp in ClickSign
  • ClickSign
    Create signer in ClickSign
  • ClickSign
    Request subscription by SMS in ClickSign
  • ClickSign
    Cancel document in ClickSign
  • ClickSign
    Get document by document key in ClickSign
  • ClickSign
    Duplicate document in ClickSign

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Ready Workflows Ready Workflows for Bitrix24 + ClickSign Integration

Send documents for signature, track recipient status, update deal stages, alert your sales team, and archive signed files, all in just one click.

Most popular automationmost-popular-automations
Bitrix24 + ClickSign Integration

Create ClickSign signer for new Bitrix24 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Bitrix24 - ClickSign integration, anytime a new Bitrix24 contact is created, an ClickSign signer should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Bitrix24 + ClickSign flow

Connect your CRM, email, messaging, file storage, scheduling, and payment tools to handle every step after signature execution. Pick a combination and activate it in one click.

Bitrix24
ClickSign
+
HubSpotHubSpot (4)
+
GmailGmail (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
B
C
H
Create a ClickSign document when a Bitrix24 deal is created, and log the deal in HubSpot
New Bitrix24 deals automatically trigger a ClickSign document request while updating your HubSpot records, removing manual data entry.
C
B
H
When a ClickSign document is signed, update the deal in Bitrix24 and create a task in HubSpot
Signed ClickSign agreements update your Bitrix24 deals instantly and generate follow-up tasks in HubSpot for your account team.
B
C
H
When a Bitrix24 lead is updated, request a signature in ClickSign and update the HubSpot contact
Updated Bitrix24 leads trigger new ClickSign agreements while refreshing contact details in HubSpot automatically.
B
C
H
Use ChatGPT to review Bitrix24 deal terms before generating a ClickSign document and logging it in HubSpot
Claude analyses Bitrix24 deal terms before creating a ClickSign agreement and updating HubSpot records automatically.

Supported triggers and actions for Bitrix24 and ClickSign

Mix and match to build the exact automation you need

Bitrix24
Bitrix24 Triggers & Actions
Quote is created in Bitrix24
Triggers the automation when a new quote is created
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Smart process is created in Bitrix24
Triggers the automation when a new smart process is created
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Lead is created in Bitrix24
Triggers the automation when a new lead is created
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Lead is updated in Bitrix24
Triggers the automation when the lead information is updated
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Instant
Lead is created in Bitrix24
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Instant
Lead is updated in Bitrix24
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Instant
Lead is deleted in Bitrix24
Triggers the automation when a lead is removed from the system
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Deal is created in Bitrix24
Triggers the automation when a deal is created
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Instant
Deal is created in Bitrix24
Try it →
Instant
Deal is updated in Bitrix24
Triggers the automation when a deal is updated
Try it →
Instant
Deal is deleted in Bitrix24
Triggers the automation when a deal is deleted
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Contact is created in Bitrix24
Triggers the automation when a new contact is created
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Contact is updated in Bitrix24
Triggers the automation when a contact is updated
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Instant
Contact is created in Bitrix24
Try it →
Instant
Contact is updated in Bitrix24
Try it →
Instant
Contact is deleted in Bitrix24
Triggers the automation when a contact is removed from the particular list
Try it →
Instant
Task is created in Bitrix24
Triggers the automation when a new task is created
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Instant
Task is updated in Bitrix24
Triggers the automation when any task is updated
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Instant
Task is deleted in Bitrix24
Triggers the automation when a task is deleted
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Instant
Company is updated in Bitrix24
Triggers the automation when a company is updated
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Instant
Company is deleted in Bitrix24
Triggers the automation when a company is deleted
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Instant
Company is created in Bitrix24
Triggers the automation when a new company is created
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Search lead in Bitrix24
Retrieves information for a particular lead
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Create quote in Bitrix24
Creates a new quote
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Search quote by title in Bitrix24
Searches for a quote using the title
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Update quote in Bitrix24
Updates an existing quote
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Search contact in Bitrix24
Finds and retrieves contact information
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Create lead in Bitrix24
Generates new leads for potential customers
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Update lead in Bitrix24
Updates the lead information
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Create contact in Bitrix24
Adds a new contact to the database
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Update contact in Bitrix24
Updates contact information with new details
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Create deal in Bitrix24
Generates a new deal with
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Update deal in Bitrix24
Updates deal information based on new criteria or changes
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Get deal by id in Bitrix24
Retrieves a deal by its id
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Search deal in Bitrix24
Retrieves and find a deal
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Create company in Bitrix24
Generates a new company profile with given details
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Search company in Bitrix24
Finds information about a company
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Update company in Bitrix24
Updates company information
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Get company by id in Bitrix24
Retrieves a company's details using its id
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Search task in Bitrix24
Searches for a task
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Get task by id in Bitrix24
Retrieves a task using its id
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Update task in Bitrix24
Updates the task with new information or changes
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Get lead by id in Bitrix24
Retrieves a lead's information based on their id
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Get contact by id in Bitrix24
Retrieves a contact's information based on their id
Try it →
Add comment in Bitrix24
Adds a comment to a record
Try it →
ClickSign
ClickSign Triggers & Actions
Instant
Document is uploaded in ClickSign
Triggers the automation when a document is uploaded
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Instant
Signers is added to document. in ClickSign
Triggers the automation when a signer is added to a document
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Instant
Signers is removed from document. in ClickSign
Triggers the automation when a signer is removed from a document
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Instant
Signatory is sign a document in ClickSign
Triggers the automation when a signatory is signing a document
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Instant
Signed document is ready for download. in ClickSign
Triggers the automation when a signed document is available for download
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Instant
Signing of a document is started. in ClickSign
Triggers the automation when a document signing process begins
Try it →
Instant
Language of document is changed in ClickSign
Triggers the automation when the language of a document is modified
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Create document from template in ClickSign
Creates a new document based on a template
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Create document in ClickSign
Creates a new document based on a template
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Add signer to document in ClickSign
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Get signer by signer key in ClickSign
Retrieves a signer using their unique signer key
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Remove signer to document in ClickSign
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Request subscription by email in ClickSign
Sends a subscription request via email
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Request signature via WhatsApp in ClickSign
Sends a signature request via WhatsApp
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Create signer in ClickSign
Creates a new signer
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Request subscription by SMS in ClickSign
Sends a subscription request via SMS
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Cancel document in ClickSign
Cancels a document
Try it →
Get document by document key in ClickSign
Retrieves a document using its unique document key
Try it →
Duplicate document in ClickSign
Creates a duplicate copy of a document
Try it →

What can you automate with Bitrix24 + ClickSign?

Streamline your entire contract lifecycle by connecting CRM events directly to electronic signature execution.

What you can automate?
✍️
Generate signature requests from new deals
Create a ClickSign document automatically the moment a new deal or lead is registered in Bitrix24. Eliminate manual paperwork between your sales and legal teams.
📋
Map every submitted field accurately
Transfer custom fields, contact details, and line items from your Bitrix24 deals directly into your ClickSign document templates without manual re-typing.
🔔
Alert your team instantly on completion
Notify your account managers and sales channels the moment a client signs an agreement in ClickSign so onboarding can begin immediately.
🔀
Route agreements based on deal values
Send different agreement templates or trigger multi-factor authentication requirements in ClickSign depending on the value or tier of the Bitrix24 deal.
🔄
Keep CRM deal stages updated in real time
Automatically update your Bitrix24 deal stage when a signing process starts, encounters changes, or reaches completion in ClickSign.
🔍
Search and update existing records
Lookup existing contacts and companies in Bitrix24 before generating documents to prevent duplicate entries and maintain clean data.
📅
Manage document cancellations and updates
Cancel or update pending ClickSign agreements automatically if the corresponding deal parameters change or get cancelled in Bitrix24.
🚀
Extend workflows to Slack or Google Drive
Send signed contracts straight to Google Drive for secure archiving while simultaneously posting celebration updates to your Slack channels.
And much more...

Who is Bitrix24 + ClickSign integration for?

Teams managing sales pipelines and legal agreements rely on this integration to eliminate manual data entry and accelerate contract execution.

Sales operations managers
Sales operations managers
Account executives
Account executives
Client success directors
Client success directors
Sales development reps
Sales development reps
Legal and compliance teams
Legal and compliance teams
RevOps professionals
RevOps professionals
📈
Sales operations managers
You track deal progression across your pipeline, but manual contract creation means your conversion reports are always a few steps behind — automating both apps means every new deal generates a document instantly and your pipeline metrics stay current.
Account executives
You need to close deals quickly, but waiting to draft agreements slows down your momentum — connecting these apps means your documents go out the moment a deal is created and your closing speed increases.
🤝
Client success directors
You answer to executive leadership who want immediate visibility into signed accounts, but manual filing leaves gaps in your progress reports — this integration means every completed signature updates your CRM and management sees real-time status.
📊
Sales development reps
The volume of inbound leads is too high for your team to keep up with manual paperwork, leading to delayed follow-ups — automating both apps means incoming leads trigger signature requests instantly without manual intervention.
⚖️
Legal and compliance teams
You depend on sales reps to hand over correct client details before drafting agreements, but missing fields cause frequent revisions — with this integration, accurate CRM data populates every contract template automatically.
🗂️
RevOps professionals
You need a reliable audit history across your tech stack, but manual record-keeping keeps introducing data gaps — connecting these apps means every transaction logs cleanly from initial deal creation to final signature.
Our team

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Why choose Integrately to automate Bitrix24 + ClickSign

Build and manage your Bitrix24 + ClickSign automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bitrix24 + ClickSign with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Automation is ready
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Frequently Asked Questions

How do I connect Bitrix24 to ClickSign?
Frequently Asked Questions
You can connect Bitrix24 to ClickSign in 1 click using ready workflows on Integrately. Choose a pre-built template, link your accounts, and let Integrately AI handle field mapping and setup.
Can I automatically create a ClickSign document when a Bitrix24 deal is created?
Frequently Asked Questions
Can I connect Bitrix24, ClickSign, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Bitrix24 and ClickSign?
Frequently Asked Questions
How does Bitrix24 handle data updates in this integration?
Frequently Asked Questions
How does ClickSign process documents in these workflows?
Frequently Asked Questions
Do I need coding skills to automate Bitrix24 and ClickSign?
Frequently Asked Questions
Is the Bitrix24 and ClickSign integration free?
Frequently Asked Questions
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