DocuSign + Pipedrive

Update deals in Pipedrive when envelopes are signed in DocuSign

Closing a deal is fun in theory, but boring in execution. Use Zapier to automate the tedious work and update deals in Pipedrive whenever envelopes are signed in DocuSign. Put the fun back into closed deals!

When this happens...
Envelope Sent or Completed
Triggers when an envelope is sent or completed. 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.
TriggerScheduled
automatically do this...
Find Deal
Finds a deal by name.
ActionSearch
then do this!
Update Deal
Updates an existing deal.
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

Envelope Sent or Completed
Triggers when an envelope is sent or completed. 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.
Trigger
Scheduled
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Create Signature Request
Creates a signature request.
Action
Write
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Activity Matching Filter
Triggers when an activity matches a Pipedrive filter.
Trigger
Scheduled

New Deal
Triggers when a new deal is created.
Trigger
Instant
Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
Trigger
Scheduled

New Lead
Triggers when a Lead is created.
Trigger
Scheduled

Pipedrive
Triggers when a new note is created.
Scheduled
Trigger
Pipedrive
Triggers when a new organization is created.
Scheduled
Trigger
Pipedrive
Triggers when an organization matches a Pipedrive filter.
Scheduled
Trigger
Pipedrive
Triggers when a new person is created.
Scheduled
Trigger
Pipedrive
Triggers when a person matches a Pipedrive filter.
Scheduled
Trigger
Pipedrive
Triggers when a deal's stage is updated.
Instant
Trigger
Pipedrive
Triggers when an existing deal is updated.
Instant
Trigger
Pipedrive
Triggers when an existing organization is updated.
Scheduled
Trigger
Pipedrive
Triggers when an existing person is updated.
Scheduled
Trigger
Pipedrive
Adds a product to a deal.
Scheduled
Action
Pipedrive
Creates a new activity.
Scheduled
Action
Pipedrive
Creates a new deal.
Scheduled
Action
Pipedrive
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Scheduled
Action
Pipedrive
Adds a follower to a deal, organization, person or product.
Scheduled
Action
Pipedrive
Creates a new lead.
Scheduled
Action
Pipedrive
Creates a new note.
Scheduled
Action
Pipedrive
Creates a new organization.
Scheduled
Action
Pipedrive
Creates a new person.
Scheduled
Action
Pipedrive
Creates a new product.
Scheduled
Action
Pipedrive
Updates an existing activity.
Scheduled
Action
Pipedrive
Updates an existing deal.
Scheduled
Action
Pipedrive
Updates an existing organization.
Scheduled
Action
Pipedrive
Updates an existing person.
Scheduled
Action
Pipedrive
Finds an activity by subject.
Scheduled
Action
Pipedrive
Finds a deal by name.
Scheduled
Action
Pipedrive
Finds an organization.
Scheduled
Action
Pipedrive
Finds a person.
Scheduled
Action
Pipedrive
Finds a product by name.
Scheduled
Action
Pipedrive
Finds a product or products by name, ID, or product code (with line item support).
Scheduled
Action
Pipedrive
Finds a user by name, email or ID.
Scheduled
Action
Pipedrive
Finds an activity by subject, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a deal by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds an organization by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a person by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a product by name, or creates one if none are found.
Scheduled
Action

About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Learn More

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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.