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  • Pipedrive logoPipedrive logo

Docusign + Pipedrive

Create Pipedrive notes for new DocuSign folders to stay organized

Effortlessly streamline your document organization process with this efficient workflow between DocuSign and Pipedrive. Whenever a new folder is created in DocuSign, a related note will be generated in Pipedrive, ensuring easy access to important documentation and improved collaboration for your team. Simplify your documentation procedures with this powerful integration.

Effortlessly streamline your document organization process with this efficient workflow between DocuSign and Pipedrive. Whenever a new folder is created in DocuSign, a related note will be generated in Pipedrive, ensuring easy access to important documentation and improved collaboration for your team. Simplify your documentation procedures with this powerful integration.

  1. When this happens...
    DocusignDocusign
    New Folder

    Triggers when a new folder is created.

    TriggerPolling
  2. automatically do this!
    PipedrivePipedrive
    Create Note

    Creates a new 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
    Try It
    • Events to MonitorRequired

    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search

    Envelope Corrected

    Triggers when an envelope is corrected.

    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search

    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
  • 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.
Triggers & Actions