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Pipedrive + SignRequest

Update Pipedrive deals when new documents are signed in SignRequest

Streamline your document signing and deal updating process with this ready-to-use workflow. When a new document is signed in SignRequest, it will directly update a deal in Pipedrive. This ensures your sales and legal processes stay in sync, saving you valuable time and reducing the chance of human error. Efficiently manage your deals and keep your focus on closing sales.

Streamline your document signing and deal updating process with this ready-to-use workflow. When a new document is signed in SignRequest, it will directly update a deal in Pipedrive. This ensures your sales and legal processes stay in sync, saving you valuable time and reducing the chance of human error. Efficiently manage your deals and keep your focus on closing sales.

  1. When this happens...
    SignRequestSignRequest
    New Document Signed

    Triggers when a SignRequest is signed.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

    • Team

    Trigger
    Instant
    Try It
    • Team

    Trigger
    Instant
    Try It
    • Team

    • TemplateRequired

    • Sender Email

    • Who Needs to Sign?

    • SignRequest Name

    • Custom SignRequest Email Subject

    • Custom Message

    • Send Automatic Reminders?

    • External ID

    • Signer EmailRequired

    • Signer First Name

    • Signer Last Name

    • Does This Signer Need to Sign?

    • Signer Needs to Approve Only?

    • Signing Order

    • Signer Language

    • Force Language

    • Mobile Phone Number to Verify

    • Advanced Signers Configuration

    • Advanced Tags Prefill

    Action
    Write
    • Activity filterRequired

    Trigger
    Polling
    Try It
    • Team

    Trigger
    Instant
    Try It
    • Team

    • File

    • File From URL

    • Sender Email

    • Who Needs to Sign?

    • SignRequest Name

    • Custom SignRequest Email Subject

    • Custom Message

    • Send Automatic Reminders?

    • External ID

    • Signer EmailRequired

    • Signer First Name

    • Signer Last Name

    • Does This Signer Need to Sign?

    • Signer Needs to Approve Only?

    • Signing Order

    • Signer Language

    • Force Language

    • Mobile Phone Number to Verify

    • Advanced Signers Configuration

    • Advanced Tags Prefill

    Action
    Write
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
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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.

Related categories

Triggers & Actions