Update the status of Pipedrive deals with new status updates in SignHero
Keep up to date on your document signings, without any added clicks or keystrokes. When everyone involved in a sign process signs the document, this integration automatically finds the Pipedrive deal matching the title of the process, attaches the document to it, and changes its status.
Keep up to date on your document signings, without any added clicks or keystrokes. When everyone involved in a sign process signs the document, this integration automatically finds the Pipedrive deal matching the title of the process, attaches the document to it, and changes its status.
- When this happens...New Signing Process
Triggers when a new signing process with specified status appears.
- automatically do this...Find Deal
Triggers when a new deal is created.
- then do this...Attach File
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
- then do this!Update Deal
Updates an existing deal.
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