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Docusign + Pipedrive

Attach files in Pipedrive when DocuSign envelopes are sent or completed

Easily manage your signed documents in Pipedrive by connecting it to your DocuSign account with this efficient workflow. Whenever an envelope is sent or completed in DocuSign, this automation will attach the corresponding file to a deal in Pipedrive, ensuring your sales team always has the latest signed documents at their fingertips. Save valuable time and stay organized with this seamless document management solution.

Easily manage your signed documents in Pipedrive by connecting it to your DocuSign account with this efficient workflow. Whenever an envelope is sent or completed in DocuSign, this automation will attach the corresponding file to a deal in Pipedrive, ensuring your sales team always has the latest signed documents at their fingertips. Save valuable time and stay organized with this seamless document management solution.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.

    TriggerPolling
  2. automatically do this!
    PipedrivePipedrive
    Attach File

    Uploads a file and attaches it to a deal, person, organization, activity, product or note.

    ActionWrite
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Supported triggers and actions

  • Docusign triggers, actions, and search

    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
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    • Events to MonitorRequired

    Trigger
    Instant
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  • Docusign triggers, actions, and search

    Envelope Corrected

    Triggers when an envelope is corrected.

    Trigger
    Instant
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  • Docusign triggers, actions, and search

    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
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  • Docusign triggers, actions, and search

    Envelope Completed

    Triggers when an envelope is completed.

    Trigger
    Instant
    Try It
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docusign logo

About Docusign

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

Related categories

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pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.