In this how-to guide

How to automatically send a DocuSign envelope for new Pipedrive projects
1. Create your playbook and set the Pipedrive trigger as "Project added"
2. Add the "Send envelope from template" in DocuSign automation
3. Activate your Relay.app playbook
Learn more about integrating with Pipedrive and DocuSign
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How to automatically send a DocuSign envelope for new Pipedrive projects

How to automatically send a DocuSign envelope for new Pipedrive projects

Relay.app is an automation tool that lets you automate actions across Pipedrive, DocuSign, and many other apps. In this guide, we'll show you how to automatically send envelope from template in DocuSign for each project added in Pipedrive using Relay.app.

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Pipedrive > DocuSign

Trigger

Last triggered

Project added

Send envelope from template

1

Create your playbook and set the Pipedrive trigger as "Project added"

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 "Project added" under Pipedrive. Then, select details like board. This will allow your playbook to automatically detect the new project added in Pipedrive and initiate necessary actions.

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

2

Add the "Send envelope from template" in DocuSign automation

Integrate the DocuSign automation into your playbook to ensure the prompt send of the specific envelope whenever a new project is added in Pipedrive.

Click the "Add step" button, then locate the "Send envelope from template" automation for DocuSign and input the mandatory and relevant details.

If your DocuSign 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 DocuSign account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate sending an envelope in DocuSign. Once turned on, it will respond to each new project added in Pipedrive by sending an envelope to sign in DocuSign 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.

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Relay.app is an automation tool that lets you automate actions across Pipedrive, DocuSign and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the DocuSign "Send envelope from template" action for each Pipedrive "Deal won" event.

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Managing leads and ensuring accurate documentation for potential clients can be a time-consuming and overwhelming task. That's why we've devised a solution that can help you save time and effort. With Relay, you can automatically send documents using DocuSign whenever a new lead is added to Pipedrive. This way, you can ensure that your potential clients have all the necessary information they need without having to go through manual tasks. So, take a deep breath and let us help you focus on what matters - closing those deals! In this guide, we’ll show you how to set this integration up in four easy steps. Let's get started!

Send DocuSign envelopes whenever a new organization is added in Pipedrive

Are you tired of dealing with the hassle of manual document signing processes every time you onboard a new business contact? Well, I'm excited to tell you that you can now easily send DocuSign envelopes using a template whenever a new organization is added to Pipedrive. Using Relay automation, you can automatically send out envelopes to your new contacts as soon as they're added to your Pipedrive account. This integration will save you time and effort, eliminating the need for manual data entry and document preparation. Plus, it ensures that your new business relationships start on the right foot with a smooth and efficient document signing process. We'd love to guide you through these four simple steps.

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Do you find it frustrating to send DocuSign envelopes when updating a contact in Pipedrive manually? It can be a real hassle, not to mention time-consuming. But don't worry, Relay has got your back! With Relay, you can easily automate sending DocuSign envelopes from templates every time a contact is updated in Pipedrive. Imagine a world where your updates are automatically processed, leaving no room for error or missed details. It's a game-changer that will revolutionize the way you work! So, let's dive in and set up this integration in four easy steps.

Send DocuSign envelopes for updated Pipedrive deals

Have you ever spent too much time creating and sending envelopes for documents needing signatures? It can be overwhelming, especially when you have to keep track of updates in your deals simultaneously. Well, worry no more because Relay is here to help! With Relay, you can easily create and send envelopes for documents requiring signatures. Whenever you update a deal in Pipedrive, Relay automatically sends the corresponding DocuSign envelope from a pre-existing template. This will boost efficiency in your document management, freeing up your time to focus on other important tasks. In this guide, we’ll show you how to set this integration up in four easy steps.

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Are you tired of getting lost in the complicated procedures of onboarding paperwork, worried about missing a crucial document, or spending endless hours managing the dispatching process? Don't worry! With Relay, you can easily prepare and send an envelope from a selected template in DocuSign. It means you can get all the necessary documents together in one place, making it easier to track what needs to be done and when. In this guide, we’ll show you how to set this integration up in four easy steps, so you don't have to worry about missing anything important as everything runs smoothly.

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Managing contracts and tracking deals' progress can be overwhelming for businesses, whether big or small. It can be a time-consuming task that requires a lot of effort. But worry not; with Relay, you can integrate Pipedrive and DocuSign and keep your business deals efficient, hassle-free, and paperless. Whenever a deal stage is changed in Pipedrive, this workflow sends an envelope using a template in DocuSign. This process speeds up the signing of documents and prevents delays in closing business deals. The best part? You get to track your deal's progression seamlessly while signing documents effortlessly, making it a smart choice for deal management. Let us show you how with this guide in just four easy steps.

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