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Customize your DocuSign and Pipedrive integration with the following triggers and actions.

Triggers

When this happens…

DocuSign
  • New document received
    New document received in DocuSign
  • New document event
    New document event in DocuSign
  • New recipient event Real-time
    New recipient event in DocuSign
  • Any other trigger you can think up

Pipedrive
  • New object
    New object in Pipedrive
  • New or Updated object
    New or Updated object in Pipedrive
  • Any other trigger you can think up

Actions

Do this…

DocuSign
  • Custom action
    Custom action in DocuSign (Custom)
  • Create/send document
    Create/send document for signing in DocuSign
  • Download document
    Download document from DocuSign
  • List documents in envelope Batch
    List documents in DocuSign
  • Send document using a template
    Send document using a template in DocuSign
  • Any other action you can think up

Pipedrive
  • Custom action
    Custom action in Pipedrive (Custom)
  • Create activity
    Create activity in Pipedrive
  • Create deal
    Create deal in Pipedrive
  • Create note
    Create note in Pipedrive
  • Create organization
    Create organization in Pipedrive
  • Get deal related products Batch
    Get products from the deal in Pipedrive
  • Get object Batch
    Get object from PipeDrive
  • Update deal
    Update deal in Pipedrive
  • Update organization
    Update organization in Pipedrive
  • Update person
    Update person in Pipedrive
  • Any other action you can think up

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