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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About
When a deal meets specified criteria, a document from a template is sent to them via DocuSign.
Trusted by thousands of fast-scaling organizations around the globe
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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How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 350,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
Head of Operations at Teleclinic
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
COO at Shop Accelerator Martech
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
Product Owner at Smaily
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
CTO & Co-founder at FINN
"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."
Owner of Media Production