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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!

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!

  1. When this happens...
    DocuSignDocuSign
    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
  2. automatically do this...
    PipedrivePipedrive
    Find Deal

    Triggers when a new deal is created.

    ActionSearch
  3. then do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

      Triggers on both sent and completed envelopes if no option selected.

    • Download form data?

      Should this trigger pull in form data? To work, the Sending Setting "Allow sender to download form data" must be enabled for the account in Docusign here

    Trigger
    Scheduled
    Try It
    • Template IdRequired

    • Email Subject

      Subject line of email. Overrides template setting

    • Email Blurb

      Email message to recipient. Overrides template setting.

    • Recipient Email

    • Recipient Name

    • Recipient Role

      Choose role as defined on template or use a custom value

    Action
    Write
    • Api Docs Info

      API docs for DocuSign are located here https://developers.docusign.com/

    • HTTP MethodRequired

    • URLRequired

      Requests can only be made to domains associated by this application.

    • Query String Parameters

      These params will be URL-encoded and appended to the URL when making the request.

    • Headers

      Authentication headers are included automatically

    • Additional Request Headers

      Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

    • Body

      Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

    Action
    Write
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • Owner

      Determines which App Extensions will appear in the dropdown below.

    • App ExtensionRequired

    Action
    Write
docusign logo
docusign logo

About DocuSign

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

Related categories

  • Signatures

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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

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