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Docusign + Pipedrive

Update deals in Pipedrive when envelopes are signed in DocuSign

Closing a deal is fun in theory, but boring in execution. Use Zapier to automate the tedious work and update deals in Pipedrive whenever envelopes are signed in DocuSign. Put the fun back into closed deals!

Closing a deal is fun in theory, but boring in execution. Use Zapier to automate the tedious work and update deals in Pipedrive whenever envelopes are signed in DocuSign. Put the fun back into closed deals!

  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
    Find Deal

    Triggers when a new deal is created.

    ActionSearch
  3. then do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing 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.