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Pipedrive + RSign

Pipedrive + RSign

Pipedrive + RSign integrations

Send RSign envelopes using templates for new deal stage updates in Pipedrive

Automatically send an RSign envelope whenever a deal's stage is updated in Pipedrive. This Zap eliminates the need for manual document sending by automatically triggering the delivery of a predefined RSign template as soon as a deal progresses in Pipedrive. Save time and keep your document workflow aligned with your sales process.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  2. automatically do this!
    Initialize Envelope Using a Template
    Initialize Envelope Using a Template
    Initialize Envelope Using a TemplateInitializes an Envelope using a Template on the first or second step of the Envelope preparation process. It returns an URL to complete the sending process.
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More things you can do with Pipedrive and RSign

Discover other triggers and actions you can use with Pipedrive and RSign

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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About RSign
RSign® is an e-Signature and digital transaction management platform for secure, legally binding, and streamlined document workflows.
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