1.Detect completed envelope
Integrate Docusign and contract workflow tools to detect completed envelope status and start the deal lookup workflow.
Update deal stage and attach signed contract to org
Automatically monitor completed envelope status across Docusign and keep your CRM proposal pipeline in sync. Create and update when envelope completes, document URL appears, or signatures reach completedβso you can advance stages, attach signed files, and start onboarding and billing tasks without manual paperwork.
How this automation advances your contracting stage
When completed envelopes stay unlinked to CRM records, contracting delays can stall revenue. This automation finds matching deals, updates deal stage, and attaches the signed agreementβso your team can move faster with clean records.
Docusignor swap with your favorite app
2.Search deal by envelope ID
Integrate Pipedrive and CRM search tools to look up the deal using envelope ID and filter to qualifying matches.
Pipedriveor swap with your favorite app
3.Update deal stage to contracting
Integrate Pipedrive and pipeline management tools to update the deal stage to contracting based on mapped fields.
4.Attach agreement to organization
Integrate Pipedrive and document storage tools to update the organization record and attach the completed agreement file URL.
5.Validate address and map fields
Integrate Webhooks by Zapier and address validation tools to standardize address components and prepare a Pipedrive update.
Webhooks by Zapieror swap with your favorite app
6.Run enrichment and supplemental steps
Integrate Sub-Zap by Zapier and enrichment tools to enrich data or create supplemental activities after the contract is attached.
Sub-Zap by Zapieror swap with your favorite app
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Activate signed contract and create order for fulfillment
When a contract is signed, your order record and schedule often stay out of date, delaying dispatch. Keep records updated and notify operations so fulfillment can start same day.
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Add executed agreement PDF to the opportunity record
Your signed sales documents arrive unassigned, delaying close verification and handoffs. Signed PDFs are added to the opportunity so reps and revenue ops can proceed same day.
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Add signed contract date to opportunity record for handoff
Your signed contracts often arrive without CRM dates, leaving project managers unsure when to start delivery. It writes the signed date into the linked opportunity so teams can act same day.
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Add signed contract events to campaign analytics feed
Your signed contract records often lack campaign context, leaving conversions untagged and reports incomplete. Capture and publish campaign-tagged contract events to analytics within minutes.
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Add signed document note to deal record on completion
Your signed agreements are detached from deal records, so reps lack completion context. This links signed envelopes to deals so account managers see completion and can act within minutes.
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Attach completed eSign PDFs to CRM and archive
Your completed eSign envelopes arrive unfiled, leaving case records without signed LOAs and stalling billing. Uploads and CRM status updates deliver final PDFs to owners for same-day processing.
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Attach signed bid and mark application complete instantly
Your signed bids arrive without deal context, delaying funding decisions and follow-up. Attach the signed file to the deal card and complete the checklist so owners can act same day.
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Attach signed contract PDF to client record today
Signed agreements stuck in email leave account managers without executed contracts and stall onboarding. This attaches signed PDFs to client records so onboarding can begin same day.
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Attach signed contract PDF to deal and organization record
Your signed offer PDFs sit in the signing tool without CRM links, so onboarding teams can't access agreements. The workflow saves and renames PDFs to the related deal and organization record for immediate access.
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Attach signed defect files to deal records for sales handoff
Completed eSign defect records sit in your contracts database and don't update deal records, leaving reps without contract context. Link signed files to deals so reps and billing see contracts the same day.
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Attach signed engagement letter and update deal record
Your engagement letters arrive signed but often sit unlinked to the deal, delaying closings and onboarding handoffs. Signed PDFs are centralized and deals updated so reps have contract access same day.
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Attach signed enrollment PDF and update deal status
Signed enrollment agreements arrive without deal or contact links, leaving PDFs unlinked. They get attached to the matching opportunity and contact so teams have signed records same day.
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Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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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
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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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Allen Lai, Head of Customer Experience
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