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.

Pipedrive

Docubee is an intelligent contract automation platform that allows businesses to create, manage, sign, and track digital contracts.

Docubee

Steve Wilson

Anytime a deal stage is updated to proposal in Pipedrive, start a workflow instance in OnTask to create and send an agreement. 

Anytime a deal stage is updated to proposal in Pipedrive, start a workflow instance in Docubee to create and send an agreement. 

Create and Send an Agreement using OnTask When a Deal Is Updated in Pipedrive

“Anytime a deal stage is updated to proposal in Pipedrive, start a workflow instance in OnTask to create and send an agreement. ”

Trusted at companies large and small

This Zap works in 2 steps …

Anytime an updated deal stage is created in Pipedrive

Start a workflow instance in Docubee

This Zap uses the following 2 apps

Pipedrive

Docubee

Pipedrive + Docubee