Notify team in Slack when document is completed, and create payment setup task in Pipedrive

Notify your team in Slack when a DocuSign envelope is completed and create a follow-up task in Pipedrive for payment setup based on specific criteria, ensuring timely communication and efficient task management.

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Overview

Notify your team in Slack when a DocuSign envelope is completed and create a follow-up task in Pipedrive for payment setup based on specific criteria, ensuring timely communication and efficient task management.

Notify team in Slack when document is completed, and create payment setup task in Pipedrive