Docusign + Pipedrive

Create signature requests in DocuSign for new activity matching filters in Pipedrive

Save time and keep your contracts organized by automating the signature request process. With this workflow, whenever a specific activity occurs in Pipedrive, a signature request will be created in DocuSign. This way, you can ensure you never miss a crucial signature while streamlining your document management.

When this happens...
Activity Matching Filter
Triggers when an activity newly matches a Pipedrive filter for the first time.
TriggerScheduled
automatically do this!
Send Envelope Using Template
Sends a envelope signature request using a template.
ActionWrite

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Supported triggers and actions

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It

New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It

- Person Fields
Trigger
Instant
Try It
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Enable product
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- Choose where to add the followerRequired
Action
Write
- ContentRequired
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Pin note to organization
- Lead
- Pin note to lead
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- ActivityRequired
- Subject
- Organization
- Assign To
- Person
- Deal
- Lead
- Mark as done
- Type
- Use combined date and time Use combined date and time field
- Duration
- Free or busy
- Note
- Public Description
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- TaskRequired
- Title
- Project
- Description
- Done
- Due Date
- Assignee
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Type
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search type
Action
Search
- Search type
Action
Search
- Note IDRequired
Action
Search
- Search type
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
- Search TermRequired
- Exact Match
Action
Search
- Field to search byRequired
Action
Search
- Search type
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search type
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Search or write
- Search type
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write
- Field to Search ByRequired
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Search or write
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Activity filterRequired
Trigger
Scheduled
Try It
- FilterRequired
- Deal status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- Stage in pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Product Code
- Unit price
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TitleRequired
- ProjectRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Search type
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
Action
Search
- Search type
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Mark as done
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Search or write
- Field to Search By
- Term to search forRequired
- Search type
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search type
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Product Code
- Unit price
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Search or write
- 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

About Docusign

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

Learn more

Related categories

Signatures

Similar apps

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 more

Related categories

CRM (Customer Relationship Management)

Docusign + Pipedrive

Create signature requests in DocuSign for new activity matching filters in Pipedrive

New Activity

New Deal

New Lead

New Organization

New Person

New Project

Updated Deal

Updated Person

Add Product to Deal

Create Deal

Add Follower

Create Note

Create Person

Create Project

Update Activity

Update Lead

Update Person

Update Task

Find Activity

Find deals associated with a person

Find Lead

Retrieve Note

Find Organization

Find Product

Find Project(s)

Find User

Find or Create Deal

Find or Create Lead

Find or Create Person

Find or Create Project

New Folder

Send Envelope Using Template

API Request (Beta)

Activity Matching Filter

Deal Matching Filter

New Note

Organization Matching Filter

Person Matching Filter

Updated Deal Stage

Updated Organization

Add Label to Person

Create Activity

Attach File

Create Lead

Create Organization

Create Product

Create Task

Update Deal

Update Organization

Update Project

API Request (Beta)

Find Deal

Find Deals Associated with a Person

Find Multiple Leads

Find Notes

Find Person

Find Product(s)

Find Task

Find or Create Activity

Find Multiple Deals

Find or Create Organization

Find or Create Product

Envelope Status Updated

Send Envelope Using Document

Create Signature Request

About Docusign

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