Send SignRequests from templates when Pipedrive deal stages are updated
Speed up your document signing process by automating it when a deal stage is updated in Pipedrive. This workflow is set in motion when a deal stage changes in Pipedrive, and it then sends a SignRequest template for signatures using the SignRequest app. With this seamless connection, you can ensure timely document signing and move deals forward more efficiently.
Speed up your document signing process by automating it when a deal stage is updated in Pipedrive. This workflow is set in motion when a deal stage changes in Pipedrive, and it then sends a SignRequest template for signatures using the SignRequest app. With this seamless connection, you can ensure timely document signing and move deals forward more efficiently.
- When this happens...Updated Deal Stage
Triggers when a deal's stage is updated.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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