Pipedrive + Xodo Sign integrations
Update Pipedrive deals when eversign documents are completed
Updating information in a CRM is not something that any salesperson enjoys. Automate the admin work and let this integration update your deals in Pipedrive whenever a document is completed in eversign.
- When this happens...Document CompletedTriggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- automatically do this!Update DealUpdates an existing deal.
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More things you can do with Xodo Sign and Pipedrive
Discover other triggers and actions you can use with Xodo Sign and Pipedrive
- Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Try ItTriggerPolling - First NameRequired
- Last NameRequired
- Email AddressRequired
- Company
- Phone Number
ActionWrite- Document HashRequired
- Include audit trailRequired
ActionSearch- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant
- Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Try ItTriggerPolling - TemplateRequired
- Enable SMS Signer Authentication
- Sandbox
- Document Title
- Message
- Custom Requester Name
- Custom Requester Email
- Redirect URL After Signature
- Embedded Signing
- Require All Signers
- Automatic Reminders
ActionWrite- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling
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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Xodo Sign is a tool used to sign legally binding documents online on any device
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