Send a document from DocuSign to sign to a person from Pipedrive
About
When a deal meets specified criteria, a document from a template is sent to them via DocuSign.
Apps Included
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This template periodically checks for documents status in DocuSign and uses the retrieved information to update the corresponding record in a Google Sheets spreadsheet.
The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a contract from an eSignatures.io template. The template uses this example spreadsheet.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Cancels a recurring subscription.
Creates a deal.
Creates a lead.
FAQ