1.Receives envelope event payload
Integrate Webhooks by Zapier to receive the envelope event payload and map fields to determine the envelope outcome.
Update deal record and add declined envelope note
Automatically catch e-signature envelope events across Webhooks by Zapier and CRM tools. Create deal notes and update the deal when envelopes are declined or voidedβso you can respond without chasing paperwork.
How this automation updates your deal notes
When declined or voided envelopes are not reflected in your CRM, teams miss the outcome and deals get stale. This automation catches the envelope event, fetches status and fields, and updates Pipedrive records with a pinned noteβso your team can log outcomes accurately.
Webhooks by Zapieror swap with your favorite app
2.Retrieves stored API credentials
Integrate Storage by Zapier and credential storage to get the e-sign API base and access token for the next call.
Storage by Zapieror swap with your favorite app
3.Fetches envelope details from e-sign
Integrate Code by Zapier and API calling to query envelope details and extract custom fields for the deal lookup.
Code by Zapieror swap with your favorite app
4.Continues only for declined or voided
Integrate Filter by Zapier and conditional logic to continue only when a deal reference exists and status is declined or voided.
Filter by Zapieror swap with your favorite app
5.Creates note and updates deal
Integrate Pipedrive to find the deal, create a pinned note with envelope context, and update the deal declined or voided state.
Pipedriveor swap with your favorite app
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