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.
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.
Adds a recipient to the bulk send list
Sends envelopes based on a template to multiple recipients using a bulk send list.
Cancels a recurring subscription.
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