Pipedrive + Signable

Update Pipedrive deals when new Signable envelopes are complete

Automatically update a Pipedrive deal when new documents sent with Signable are complete.

When this happens...
Envelope Complete
Triggers when an envelope is completely signed.
TriggerInstant
automatically do this!
Update Deal
Updates an existing deal.
ActionWrite

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Supported triggers and actions

What does this mean?

Envelope Bounced
Triggers when an envelope fails to deliver to a party email address.
Trigger
Instant
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Envelope Complete
Triggers when an envelope is completely signed.
Trigger
Instant
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Envelope Opened
Triggers when an envelope is opened by a party.
Trigger
Instant
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Envelope Sent
Triggers when an envelope is sent.
Trigger
Instant
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Template Created
Triggers when a new template is created.
Trigger
Instant
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Widget Signed
Triggers when a widget is signed.
Trigger
Instant
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- The title of the envelopeRequired
- The template you want to build the envelope fromRequired
- The user sending the envelope
- Do you want your envelope to automatically expire? If so in how many hours?
- Do you want to send out repeat, automatic reminders to parties? If so how many hours should left between reminders?
- Do you want to set passwords for the parties to enter before signing?
Action
Write

- Filter IdRequired
Trigger
Scheduled
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- FilterRequired
- Deal Status
Trigger
Scheduled
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New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- Filter By
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- What to add follower to?Required
Action
Write
- ContentRequired
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Subject
- Organization
- Assign To
- Person
- Deal
- Lead
- Is Done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Type
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write

Envelope Cancelled
Triggers when an envelope is cancelled.
Trigger
Instant
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Envelope Failed
Triggers when an envelope fails to send.
Trigger
Instant
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Envelope Rejected
Triggers when an envelope is rejected.
Trigger
Instant
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Envelope Signed
Triggers when an envelope is signed.
Trigger
Instant
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User Created
Triggers when a new user is created.
Trigger
Instant
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Widget Signer Verified
Triggers when a widget signer verifies their email address.
Trigger
Instant
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New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Search or write
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Search or write

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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CRM (Customer Relationship Management)

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About Signable

Signable is an electronic signature provider which lets you get your documents signed quickly, legally and securely using electronic signatures.

Help

Related categories

Signatures

PRODUCTS

CAPABILITIES

By team

Pipedrive + Signable

Update Pipedrive deals when new Signable envelopes are complete

Envelope Bounced

Envelope Complete

Envelope Opened

Envelope Sent

Template Created

Widget Signed

Send an Envelope Using a Template

The template you want to build the envelope fromRequired

The user sending the envelope

Do you want your envelope to automatically expire? If so in how many hours?

Do you want to send out repeat, automatic reminders to parties? If so how many hours should left between reminders?

Do you want to set passwords for the parties to enter before signing?

Activity Matching Filter

Filter IdRequired

Deal Matching Filter

FilterRequired

Deal Status

New Note

Organization Matching Filter

FilterRequired

Person Matching Filter

FilterRequired

Updated Deal

Filter By

Updated Person

Person Fields

Add Product to Deal

DealRequired

ProductRequired

PriceRequired

QuantityRequired

Discount

Discount Type

Comments

Is enabled?

Tax Method

Tax Percentage

Create Deal

TitleRequired

Creation Date

Status

Stage

Stage Warning

Pipeline

Owner

Organization

Person

Probability

Expected Close Date

Value

Currency

Add Follower

FollowerRequired

What to add follower to?Required

Create Note

ContentRequired

Deal

Pin note on specified deal?

Person

Pin note on specified person?

Organization

Pin note on specified organization?

Lead

Pin note on specified lead?

Create Person

NameRequired

Owner

Organization

Email

Phone

Update Activity

ActivityRequired

Subject

Organization

Assign To