Connect Dealpath and Docusign to power AI-driven automation

Attaches a loan to an existing asset in Dealpath.

Attaches a property to an existing loan in Dealpath.

Creates a new deal in Dealpath.

Uploads a file to a deal in Dealpath.

Creates a new folder within a deal in Dealpath.

Creates a new lease in Dealpath.

Creates a new loan in Dealpath.

Deletes an asset from Dealpath. This action cannot be undone.

Clears the value of a custom field on an asset in Dealpath.

Clears the value of a custom field on a loan in Dealpath.

Permanently deletes a file from Dealpath. This action cannot be undone.

Deletes a loan from Dealpath. This action cannot be undone.

Detaches a deal from an investment in Dealpath.

Detaches a property from a deal in Dealpath. Cannot detach if it is the last property on the deal.

Downloads the actual file content from Dealpath. Use this after "Get Files on Deal" or "Get Files on Asset" to download individual files.

Updates an existing deal name in Dealpath.

Updates one or more custom fields on an asset.

Updates one or more custom fields on a loan.

Updates an existing investment name in Dealpath.

Updates an existing loan name in Dealpath.

Searches for people in your Dealpath organization by name or email address. Returns matching members for use in assigning roles or tasks.

Retrieves a list of assets from Dealpath with optional filtering.

Retrieves a list of deals from Dealpath with optional filtering.

Retrieves all custom field values for an asset in Dealpath.

Retrieves all custom field values for an investment in Dealpath.

Retrieves all custom field values for a property in Dealpath.

Retrieves a list of files (metadata only) belonging to a deal. Use "Get File" action in a subsequent step to download the actual file content.

Retrieves a list of folders belonging to an asset in Dealpath.

Retrieves a list of investments from Dealpath.

Retrieves a list of properties from Dealpath with optional filtering.

Retrieves role assignments for an asset in Dealpath.

Triggers when selected Docusign events occur.

Triggers when an envelope is corrected.

Triggers when an envelope is declined.

Triggers when an envelope is delivered.

Triggers when an envelope is purged.

Triggers when an envelope is sent.

Triggers when a recipient’s email account sent an automated response to an envelope notification.

Triggers when a recipient declined to sign.

Triggers when a recipient viewed the documents through the Docusign signing website. This event does not signify email or SMS delivery of an envelope.

Triggers when a recipient reassigned an envelope.

Triggers when a notification that it's their turn to sign was sent to the recipient.

Adds new recipients to an existing bulk send list.

Sends a template to multiple recipients using a bulk send list.

Creates a draft signature request.

Creates a new template using a document.

Sends an envelope signature request using a document.

Retrieves a list of documents associated with an envelope.

Retrieves a list of documents associated with a template.

Creates a signature request.

Updates an existing template with new documents and recipients.

Voids an existing envelope.

Retrieves a list of documents associated with an envelope by ID, with downloadable file URLs. Use this search when you need to fetch document metadata and download links without triggering hydration timeouts in your trigger steps.

Retrieves metadata and timing information for a specific envelope by ID, including email subject/message, timestamps, and status. Use this search when you need to fetch envelope information without triggering hydration timeouts in your trigger steps.

Attaches a deal to an existing investment in Dealpath.

Attaches a loan to an existing deal in Dealpath.

Creates a new asset in Dealpath.

Uploads a file to an asset in Dealpath.

Creates a new folder within an asset in Dealpath.

Creates a new investment in Dealpath.

Creates a new property in Dealpath.

Deletes a deal from Dealpath. This action cannot be undone.

Clears the value of a custom field on a deal in Dealpath.

Clears the value of a custom field on a property in Dealpath.

Deletes a property from Dealpath. Cannot delete if it is the last property on a deal or asset.

Detaches a property from an asset in Dealpath. Cannot detach if it is the last property on the asset.

Detaches a property from a loan in Dealpath.

Updates an existing asset name in Dealpath.

Updates the workflow status of a deal in Dealpath.

Updates one or more custom fields on a deal.

Updates one or more custom fields on a property.

Updates an existing property name in Dealpath.

Searches for deals, assets, properties, or loans in Dealpath by name, address, or other text. Returns the first matching records for use in later steps.

Retrieves a single deal by ID from Dealpath.

Retrieves all values for a specific field across multiple records in Dealpath.

Retrieves all custom field values for a deal in Dealpath.

Retrieves all custom field values for a loan in Dealpath.

Retrieves a list of files (metadata only) belonging to an asset. Use "Get File" action in a subsequent step to download the actual file content.

Retrieves a list of file tag definitions from Dealpath.

Retrieves a list of folders belonging to a deal in Dealpath.

Retrieves a list of loans from Dealpath with optional filtering.

Retrieves a single property by ID from Dealpath.

Retrieves role assignments for a deal in Dealpath.

Triggers when an envelope is completed.

Triggers when an envelope is created.

Triggers when an envelope is deleted.

Triggers when an envelope is discarded.

Triggers when an envelope is resent.

Triggers when an envelope is voided.

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.

Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.

Triggers when a recipient signed or completed their actions for an envelope.

Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.

Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.

Triggers when an envelope was resent to a specific recipient.