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  • Pipedrive logoPipedrive logo

Docusign + Pipedrive

Update envelopes in Docusign and create new deals in Pipedrive

This workflow makes the contract and sales process seamless by integrating DocuSign and Pipedrive. As soon as there's an update in the envelope status in DocuSign, a corresponding deal is instantly created in Pipedrive. This efficient information transfer bridges the gap between your contract management and sales strategies, enhancing your business process. Let this workflow optimize your productivity by unifying your tools effectively.

This workflow makes the contract and sales process seamless by integrating DocuSign and Pipedrive. As soon as there's an update in the envelope status in DocuSign, a corresponding deal is instantly created in Pipedrive. This efficient information transfer bridges the gap between your contract management and sales strategies, enhancing your business process. Let this workflow optimize your productivity by unifying your tools effectively.

  1. When this happens...
    DocusignDocusign
    Envelope Created

    Triggers when an envelope is created.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    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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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.