Docusign + Metatask + Pipedrive Integrations

How to connect Docusign + Metatask + Pipedrive

Zapier lets you send info between Docusign and Metatask and Pipedrive automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Choose an Action
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Do even more with Docusign + Metatask + Pipedrive

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Docusign, Metatask, and Pipedrive. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • TemplateRequired

    • Email Subject

    • Email Blurb

    • Recipient Email

    • Recipient Name

    • Recipient Role

    Action
    Write
    • TemplateRequired

    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • TemplateRequired

    • Task

    Trigger
    Instant
    Try It

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How Docusign + Metatask + Pipedrive Integrations Work

  1. Step 1: Authenticate Docusign, Metatask, and Pipedrive.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn moreHelp

Related categories

  • Signatures

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metatask logo
metatask logo

About Metatask

Metatask is a simple tool to organize and control internal processes that lets normal users quickly build and execute business workflows.

Related categories

  • Task Management
pipedrive logo
pipedrive logo

About Pipedrive

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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