1.Catches incoming envelope payload
Integrate Webhooks by Zapier and mapping inputs to capture the incoming envelope payload and prepare deal match data.
Update CRM deal with eSign envelope details and note
Automatically catch incoming eSign payloads and map envelope identifiers across Webhooks by Zapier, Storage by Zapier, Code by Zapier, Pipedrive, and Slack. Create pinned CRM updates and send contextual team alerts when envelope payload arrives, envelope status changes, or envelope summary updates so you can update deals, route owners, and confirm activity without manual lookups.
How this automation accelerates eSignature deal follow-up
When an incoming eSign envelope payload arrives, delays in updating CRM deal fields can stall follow-up and visibility. This automation parses envelope custom fields, updates the matched Pipedrive deal with a pinned note, and posts a Slack alertβso your team can act immediately.
Webhooks by Zapieror swap with your favorite app
2.Retrieves eSign API credentials
Integrate Storage by Zapier and secure storage tools to retrieve stored eSign credentials to enable API calls.
Storage by Zapieror swap with your favorite app
3.Parses custom fields from envelope
Integrate Code by Zapier and REST API tooling to call the eSign API and extract Deal ID and confirmation details.
Code by Zapieror swap with your favorite app
4.Finds and updates the CRM deal
Integrate Pipedrive and CRM update tools to find the matching deal, update fields, and create a pinned note.
Pipedriveor swap with your favorite app
5.Sends a contextual team message
Integrate Slack and notification routing tools to post a deal-focused alert with deal link, stage, and key parsed fields.
Slackor swap with your favorite app
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Close contracts faster with automated signature routing, record updates, and execution alerts
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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