Docusign + Pipedrive

Create DocuSign api requests for new Pipedrive deals

Streamline your sales process by connecting Pipedrive and DocuSign with this automation. When a new deal is added in Pipedrive, a corresponding API request is sent to DocuSign, ensuring that important documents are prepared and ready for e-signing. Save time and enhance productivity by making sure your sales documents are always up-to-date without the need for manual intervention.

Streamline your sales process by connecting Pipedrive and DocuSign with this automation. When a new deal is added in Pipedrive, a corresponding API request is sent to DocuSign, ensuring that important documents are prepared and ready for e-signing. Save time and enhance productivity by making sure your sales documents are always up-to-date without the need for manual intervention.

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

    TriggerInstant
  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

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
docusign logo
docusign logo

About Docusign

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

Related categories

  • Signatures

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pipedrive logo
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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