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
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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 run the “send envelope from template” action 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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