Docubee + Pipedrive

Generate and send agreements for signatures with Docubee for newly-updated deal stages in Pipedrive

Set up this Zap to easily use Docubee to generate a contract or agreement, automatically populating a document template with deal data from Pipedrive as soon as a deal stage is updated. Send the contract for review and collect legally binding signatures, with no added clicks or keystrokes.

Set up this Zap to easily use Docubee to generate a contract or agreement, automatically populating a document template with deal data from Pipedrive as soon as a deal stage is updated. Send the contract for review and collect legally binding signatures, with no added clicks or keystrokes.

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

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    DocubeeDocubee
    Start a Workflow Instance

    Sends data to start an OnTask Workflow Template

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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docubee logo

About Docubee

Docubee is an intelligent contract automation platform that allows businesses to create, manage, sign, and track digital contracts.

Related categories

  • Documents
pipedrive logo
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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