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  • Pipedrive logoPipedrive logo

Docusign + Pipedrive

Filter and send templates for matched persons in Pipedrive to DocuSign envelopes

Automate your document handling process with this workflow. When you identify a match in Pipedrive, this setup prepares and sends an envelope from a selected template in DocuSign. It simplifies your onboarding process, ensures no documentation is missed, and creates a smooth document dispatching mechanism that saves you valuable time.

Automate your document handling process with this workflow. When you identify a match in Pipedrive, this setup prepares and sends an envelope from a selected template in DocuSign. It simplifies your onboarding process, ensures no documentation is missed, and creates a smooth document dispatching mechanism that saves you valuable time.

  1. When this happens...
    PipedrivePipedrive
    Person Matching Filter

    Triggers when a person newly matches a Pipedrive filter for the first time.

    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

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • 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.

Related categories

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.
Triggers & Actions