How to automatically add a new person in Pipedrive for each envelope signed in Signeasy

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Envelope signed" under Signeasy. Then, select the necessary details. This will allow your playbook to automatically detect the newly sign envelope in Signeasy and initiate necessary actions.

If this is your first time using a Signeasy integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new Pipedrive person when a new envelope has been signed in Signeasy.

Click the "Add step" button, then locate the "Get or add person" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Pipedrive account.

Activating your playbook is the final step to automate the addition of a new Pipedrive person. Once turned on, it will respond to each newly signed envelope in Signeasy by adding a new person on Pipedrive without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.