Docusign + Pipefy

Create signature requests in DocuSign for new Pipefy cards

Effortlessly manage your documents by connecting Pipefy and DocuSign with this seamless workflow. When a new card is created in Pipefy, this automation sends a signature request in DocuSign, making it easy to gather all necessary signatures without any manual intervention. Keep track of your important documents while streamlining your approval process with this efficient integration.

When this happens...
New Card
Triggers when a new card is created.
TriggerInstant
automatically do this!
Send Envelope Using Template
Sends a envelope signature request using a template.
ActionWrite

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Supported triggers and actions

What does this mean?

- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It

- Pipe
- Card IdRequired
- Phase IdRequired
Action
Write
- Pipe
- FieldRequired
- Card IdRequired
- Field Type
Action
Write

- PipeRequired
- Title
- Assignee Ids
- Label Ids
Action
Search
- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
Try It
- Brand ID
- Email Subject
- Email Body
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write

- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It
- PipeRequired
Action
Write
- TableRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- PipeRequired
- Title
- Assignee Ids
- Label Ids
Action
Search or write
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Docusign

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

Learn more Help

Related categories

Signatures

Similar apps

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

Learn more Help

Related categories

Project Management

Related Zap Templates

Create DocuSign signature requests for moved Pipefy cards

Send envelopes using documents in Docusign when new cards are created in Pipefy

Docusign + Pipefy

Create signature requests in DocuSign for new Pipefy cards

Done Card

Expired Card

Late Card

New Card

Updated Record Field

Table

Move Card

Pipe

Update Card Field

Pipe

Field Type

Find Card

Title

Assignee Ids

Label Ids

Envelope Status Updated

Status

Add certificate of completion?

Download form data?

Send Envelope Using Document

Brand ID

Email Subject

Email Body

Create Signature Request

Email Subject

Email Blurb

Recipient Email

Recipient Name

Recipient Role

Overdue Card

Updated Card Field

Moved Card

New Database Record

Table

Create Card

Create Record

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Card

Title

Assignee Ids

Label Ids

New Folder

Send Envelope Using Template

Template ID

Brand ID

Email Subject

Email Body

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

About Docusign

Related categories

Similar apps

Dropbox Sign

SignNow

RightSignature

About Pipefy

Related categories

Related Zap Templates

Related Zap Templates