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Pipedrive + Xodo Sign

Pipedrive + Xodo Sign

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.

  1. When this happens...
    Document Completed
    Document Completed
    Document CompletedTriggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
  2. automatically do this!
    Update Deal
    Update Deal
    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

  • Xodo Sign triggers, actions, and search
    Document Completed

    Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.

    Trigger
    Polling
    Try It
    • First Name
      Required
    • Last Name
      Required
    • Email Address
      Required
    • Company
    • Phone Number
    Action
    Write
    • Document Hash
      Required
    • Include audit trail
      Required
    Action
    Search
  • Xodo Sign triggers, actions, and search
    Document Sent

    Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.

    Trigger
    Polling
    Try It
    • Template
      Required
    • 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
    Action
    Write
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
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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.
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About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
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