Loading

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 Status Updated

    Triggers when an envelope is sent, completed, 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. 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
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    • Apply template ID?

    • Email Subject

    • Email Body

    Action
    Write
    • Welcome

    Action
    Write
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Email Subject

    • Email Body

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
docusign logo
docusign logo

About DocuSign

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

Related categories

  • Signatures

Similar apps

Dropbox Sign integrationsDropbox Sign integrations

Dropbox Sign

Signatures
SignNow integrationsSignNow integrations

SignNow

Signatures
RightSignature integrationsRightSignature integrations

RightSignature

Signatures
pipedrive logo

Similar apps

Zoho CRM integrationsZoho CRM integrations

Zoho CRM

CRM (Customer Relationship Management), Zoho
Zendesk Sell integrationsZendesk Sell integrations

Zendesk Sell

CRM (Customer Relationship Management)
Agile CRM integrationsAgile CRM integrations

Agile CRM

CRM (Customer Relationship Management)