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Send a document from DocuSign to sign to a person from Pipedrive

Send a document from DocuSign to sign to a person from Pipedrive

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When a deal meets specified criteria, a document from a template is sent to them via DocuSign.

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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.

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Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action
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Add a Participant to a Deal

Adds a participant to a deal.

Action
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Add a Product to a Deal

Adds a product to the deal.

Action
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Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action
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Add an Installment Subscription

Adds a new installment subscription.

Action
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Add to Bulk Send List

Adds a recipient to the bulk send list

Action
Flow Control
Array aggregator

Aggregator
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Bulk Send Envelope from Template

Sends envelopes based on a template to multiple recipients using a bulk send list.

Action
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Cancel a Recurring Subscription

Cancels a recurring subscription.

Action

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