Pipedrive + SignRequest
Update Pipedrive deals when new documents are signed in SignRequest
Streamline your document signing and deal updating process with this ready-to-use workflow. When a new document is signed in SignRequest, it will directly update a deal in Pipedrive. This ensures your sales and legal processes stay in sync, saving you valuable time and reducing the chance of human error. Efficiently manage your deals and keep your focus on closing sales.
Streamline your document signing and deal updating process with this ready-to-use workflow. When a new document is signed in SignRequest, it will directly update a deal in Pipedrive. This ensures your sales and legal processes stay in sync, saving you valuable time and reducing the chance of human error. Efficiently manage your deals and keep your focus on closing sales.
- When this happens...New Document Signed
Triggers when a SignRequest is signed.
- automatically do this!Update Deal
Updates an existing deal.
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Team
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TemplateRequired
Sender Email
Who Needs to Sign?
SignRequest Name
Custom SignRequest Email Subject
Custom Message
Send Automatic Reminders?
External ID
Signer EmailRequired
Signer First Name
Signer Last Name
Does This Signer Need to Sign?
Signer Needs to Approve Only?
Signing Order
Signer Language
Force Language
Mobile Phone Number to Verify
Advanced Signers Configuration
Advanced Tags Prefill
New Activity
Triggers when a new activity is created.
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Team
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File
File From URL
Sender Email
Who Needs to Sign?
SignRequest Name
Custom SignRequest Email Subject
Custom Message
Send Automatic Reminders?
External ID
Signer EmailRequired
Signer First Name
Signer Last Name
Does This Signer Need to Sign?
Signer Needs to Approve Only?
Signing Order
Signer Language
Force Language
Mobile Phone Number to Verify
Advanced Signers Configuration
Advanced Tags Prefill
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Filter IdRequired
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