Pipedrive + Xodo Sign
Update Pipedrive deals when eversign documents are completed
Updating information in a CRM is not something that any salesperson enjoys. Automate the admin work and let this integration update your deals in Pipedrive whenever a document is completed in eversign.
Updating information in a CRM is not something that any salesperson enjoys. Automate the admin work and let this integration update your deals in Pipedrive whenever a document is completed in eversign.
- When this happens...Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- automatically do this!Update Deal
Updates an existing deal.
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Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Try ItFirst NameRequired
Last NameRequired
Email AddressRequired
Company
Phone Number
Document HashRequired
Include audit trailRequired
Filter IdRequired
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Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Try ItTemplateRequired
Enable SMS Signer Authentication
Sandbox
Document Title
Message
Custom Requester Name
Custom Requester Email
Redirect URL After Signature
Embedded Signing
Require All Signers
Automatic Reminders
New Activity
Triggers when a new activity is created.
Try ItNew Deal
Triggers when a new deal is created.
Try It
