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Pipedrive + SignRequest

Send SignRequests from templates when Pipedrive deal stages are updated

Speed up your document signing process by automating it when a deal stage is updated in Pipedrive. This workflow is set in motion when a deal stage changes in Pipedrive, and it then sends a SignRequest template for signatures using the SignRequest app. With this seamless connection, you can ensure timely document signing and move deals forward more efficiently.

Speed up your document signing process by automating it when a deal stage is updated in Pipedrive. This workflow is set in motion when a deal stage changes in Pipedrive, and it then sends a SignRequest template for signatures using the SignRequest app. With this seamless connection, you can ensure timely document signing and move deals forward more efficiently.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    SignRequestSignRequest
    Send SignRequest From Template

    Creates and sends a new SignRequest from a SignRequest 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
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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.
signrequest logo
signrequest logo

About SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.

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