Connect Docusign and Pipedrive to unlock the power of automation

Triggers when an envelope is purged.

Triggers when an envelope is sent.

Triggers when a recipient’s email account sent an automated response to an envelope notification.

Triggers when a recipient declined to sign.

Triggers when a recipient viewed the documents through the Docusign signing website. This event does not signify email or SMS delivery of an envelope.

Triggers when a recipient reassigned an envelope.

Triggers when a notification that it's their turn to sign was sent to the recipient.

Adds new recipients to an existing bulk send list.

Sends a template to multiple recipients using a bulk send list.

Creates a draft signature request.

Creates a new template using a document.

Sends an envelope signature request using a document.

Retrieves a list of documents associated with an envelope.

Retrieves a list of documents associated with a template.

Creates a signature request.

Updates an existing template with new documents and recipients.

Voids an existing envelope.

Triggers when a new comment is added to a note.

Triggers when an organization newly matches a Pipedrive filter for the first time.

Triggers when a person newly matches a Pipedrive filter for the first time.

Triggers when a deal's stage is updated.

Triggers when an existing organization is updated.

Adds a discount to an existing deal.

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Creates a new lead.

Creates a new organization in Pipedrive with support for custom fields and comprehensive address information.

Creates a new product.

Creates a new task.

Updates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.

Updates an existing lead.

Updates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.

Updates an existing project in Pipedrive.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds deals associated with a person with enhanced data.

Retrieves detailed organization data with optional related entities. Supports line items for processing multiple organizations.

Retrieves a specific note by its ID.

Finds organizations by ID or field search.

Finds products by name, ID, or product code.

Searches for tasks by title, description, or other criteria. Returns multiple results.

Finds activities by subject, owner, type, dates, and other criteria, or creates one if none is found.

Finds an organization by name, or creates one if none is found.

Finds a product by field search, or creates one if none is found.

Finds a task by search criteria, or creates one if none is found.

Triggers when an envelope is resent.

Triggers when an envelope is voided.

Triggers when an envelope is sent, completed, signed, voided, or declined. 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. Some data may be unavailable if you do not have full access to the envelope.

Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.

Triggers when a recipient signed or completed their actions for an envelope.

Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.

Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.

Triggers when an envelope was resent to a specific recipient.

Creates a new bulk send list with multiple recipients.

Downloads a document from an envelope.

Sends a envelope signature request using a template.

Finds a template by name.

Creates a pre-filled webform link.

Tests if a template can be sent to a bulk send list.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Triggers when an activity newly matches a Pipedrive filter for the first time.

Triggers when a deal newly matches a Pipedrive filter for the first time.

Triggers when a new project is created.

Triggers when an existing deal is updated.

Triggers when an existing person is updated.

Adds an existing label to an existing person.

Add product variation to a product.

Creates a new deal.

Adds a follower to a deal, organization, person or product.

Creates a new note.

Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.