Docusign + Pipedrive
Track updated DocuSign envelopes by creating activities in Pipedrive
Simplify your document management process through this seamless integration. Whenever there's a status update in your DocuSign envelopes, this workflow springs into action and creates an activity in Pipedrive, keeping your sales teams in the loop. This helps ensure timely follow-ups and reduces manual data entry. Harness the power of automation to streamline your sales process and improve productivity.
Simplify your document management process through this seamless integration. Whenever there's a status update in your DocuSign envelopes, this workflow springs into action and creates an activity in Pipedrive, keeping your sales teams in the loop. This helps ensure timely follow-ups and reduces manual data entry. Harness the power of automation to streamline your sales process and improve productivity.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, 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. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Create Activity
Creates a new activity.
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