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Pipedrive + SignWell

Update deals in Pipedrive when documents are completed in SignWell

It's good to close a deal, but boring to go through the process. Use this integration to automate the tedious work and update deals in Pipedrive whenever documents are completed in SignWell.

It's good to close a deal, but boring to go through the process. Use this integration to automate the tedious work and update deals in Pipedrive whenever documents are completed in SignWell.

  1. When this happens...
    SignWellSignWell
    Document Completed

    Triggers when a document has been completed.

    TriggerInstant
  2. automatically do this...
    PipedrivePipedrive
    Find Deal

    Triggers when a new deal is created.

    ActionSearch
  3. then do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Template

    Trigger
    Instant
    Try It
    • Template

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Document TemplateRequired

    • Test Mode

    • From

    • CC Completed Document

    • Subject

    • Message

    Action
    Write
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
pipedrive logo
pipedrive logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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signwell logo
signwell logo

About SignWell

SignWell is an electronic signature tool for legally binding e-signatures and faster document signing.

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