DocuSign + Pipefy Integrations
How to connect DocuSign + Pipefy
Zapier lets you send info between DocuSign and Pipefy automatically—no code required.
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.
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Create Card
Create a card on a pipe.
Envelope Sent or CompletedTriggers 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- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
Card DoneTriggers when a card is done on a pipe.Trigger- Card ExpiredTriggers when a card expires on a pipe.Trigger
- Card LateTriggers when a card gets late on a pipe.Trigger
- Card MovedTriggers when a card is moved on a given pipe.Trigger
- Card OverdueTriggers when a card gets overdue on a pipe.Trigger
- Pipefy
Triggers when a new card is created on a pipe.
Instant
Trigger
- Pipefy
Create a card on a pipe.
Scheduled
Action
- Pipefy
Delete an existing Card.
Scheduled
Action
How DocuSign + Pipefy Integrations Work
- Step 1: Authenticate DocuSign + Pipefy.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Pipefy
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