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Docusign + HubSpot

Send envelopes using template in Docusign when deal stages are updated in HubSpot

Stay on top of your business deals with this seamless workflow between HubSpot and Docusign. Whenever a deal stage gets updated in HubSpot, an envelope gets prepared in Docusign using a pre-selected template. This automation not only saves you time, but also ensures every vital document associated with your business deals is swiftly processed, making your deal management more effective and error-free.

Stay on top of your business deals with this seamless workflow between HubSpot and Docusign. Whenever a deal stage gets updated in HubSpot, an envelope gets prepared in Docusign using a pre-selected template. This automation not only saves you time, but also ensures every vital document associated with your business deals is swiftly processed, making your deal management more effective and error-free.

  1. When this happens...
    HubSpotHubSpot
    Updated Deal Stage

    Triggers when a deal enters a specified stage.

    TriggerPolling
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Polling
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    • Note

    • Additional properties to retrieve

    Trigger
    Polling
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    • Note

    • Additional properties to retrieve

    Trigger
    Polling
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    • Property NameRequired

    Trigger
    Instant
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    • Note

    • Additional properties to retrieve

    Trigger
    Polling
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    • Note

    • Additional properties to retrieve

    Trigger
    Polling
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    • Note

    • Additional properties to retrieve

    Trigger
    Polling
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    • Event Type

    Trigger
    Polling
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About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

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