Docusign + Pipedrive
Attach files in Pipedrive when DocuSign envelopes are sent or completed
Easily manage your signed documents in Pipedrive by connecting it to your DocuSign account with this efficient workflow. Whenever an envelope is sent or completed in DocuSign, this automation will attach the corresponding file to a deal in Pipedrive, ensuring your sales team always has the latest signed documents at their fingertips. Save valuable time and stay organized with this seamless document management solution.
Easily manage your signed documents in Pipedrive by connecting it to your DocuSign account with this efficient workflow. Whenever an envelope is sent or completed in DocuSign, this automation will attach the corresponding file to a deal in Pipedrive, ensuring your sales team always has the latest signed documents at their fingertips. Save valuable time and stay organized with this seamless document management solution.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Attach File
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
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