Docusign + Pipeline
Create Pipeline asks for newly completed DocuSign envelopes
When someone signs a document in DocuSign, it's usually the start of a new process, ex: onboarding your new customer or vendor. It can be tedious to start that process manually. Instead, use this Zapier integration to automatically create a Pipeline ask when someone signs a new DocuSign document. This makes your workflow so much easier!
When someone signs a document in DocuSign, it's usually the start of a new process, ex: onboarding your new customer or vendor. It can be tedious to start that process manually. Instead, use this Zapier integration to automatically create a Pipeline ask when someone signs a new DocuSign document. This makes your workflow so much easier!
- 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!Create Ask
Creates an Ask with you as the submitter
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