Integrationsarrow_forwardPipedrive Integrationsarrow_forwardPipedrive + Signeasy Integrationsarrow_forward
How to automatically send a Signeasy envelope every time a project is added in Pipedrive

How to automatically send a Signeasy envelope every time a project is added in Pipedrive

Relay.app is an automation tool that lets you automate actions across Pipedrive, Signeasy, and many other apps. In this guide, we'll show you how to automatically run the “send envelope to sign” action in Signeasy for each project added in Pipedrive using Relay.app.
Try it in Relay.app
Pipedrive logoPipedrive > Signeasy
Trigger
Last triggered
Pipedrive logoProject added
Signeasy logoSend envelope to sign
1

Set the Pipedrive trigger as “Project added”

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Pipedrive trigger to initiate your playbook's actions whenever a project is added. Click "Add trigger" in your playbook and choose "Project added" from the dropdown menu under Pipedrive. This will allow your playbook to automatically identify newly added projects and trigger necessary actions.

If you still need to connect your Pipedrive account to Relay.app yet, a prompt will guide you through the process.

2

Add the “Find template(s)” and "Send envelope to sign" step in Signeasy

Integrate the Signeasy automation into your playbook to ensure the prompt sending of envelopes to sign using Signeasy every time a project is added in Pipedrive.

Click the "Add step" button, then locate the “Find template(s)” and "Send envelope to sign" automation for Signeasy and input the mandatory and relevant details.

If your Signeasy account still needs to be 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 Signeasy account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send a Signeasy envelope for document signing every time a project is added in Pipedrive without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

Learn more about
See all appsarrow_forward
Pipedrive integrations
Pipedrive
More info
Signeasy integrations
Signeasy
More info

Related blog posts

See all blog posts ➔
Guides

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors
Whitney Hazard
Whitney Hazard
Apr 17, 2024
Automation Ideas

7 Pipedrive automations for effortless lead management

Automate your Pipedrive CRM and go from warm lead to final sale faster than you can say "automation".
Jacob Bank
Jacob Bank
Mar 18, 2024

More how-to guides featuring Pipedrive and Signeasy

See all how-to guides ➔
Pipedrive iconarrow_forwardSigneasy icon

Automatically send a Signeasy envelope for document signing every time an organization is added in Pipedrive

Are you tired of the manual process of initiating document signings for new organizations added to Pipedrive? Do you face delays in document processing that slow down your workflow and hinder your team's productivity? If so, Relay.app can help you automate sending digital envelopes for signatures, el
Try it
Pipedrive iconarrow_forwardSigneasy icon

Automatically send an envelope for signing through Signeasy every time a project phase changes in Pipedrive

If you're tired of manually managing project phases in Pipedrive and coordinating document signatures with Signeasy, Relay.app can streamline your workflows and ensure timely document sign-offs. With Relay.app, you can seamlessly manage Pipedrive project phases and automate sending Signeasy envelopes
Try it
Pipedrive iconarrow_forwardSigneasy icon

Automatically send documents for e-signature via Signeasy whenever a new contact is added to Pipedrive

Manually sending documents for e-signature every time a new contact is added to Pipedrive can be cumbersome and time-consuming. But with Relay.app, you can automate this entire process by seamlessly integrating Pipedrive with Signeasy to send documents for e-signature automatically whenever a new con
Try it
Pipedrive iconarrow_forwardSigneasy icon

Automatically send an envelope to sign through Signeasy every time a deal is added in Pipedrive

Are you tired of manually sending contracts for signature every time a new deal is added to Pipedrive? This process not only wastes valuable time but also introduces the risk of errors and delays. But don't worry; Relay.app can help you automate the process of sending contracts for signature with Sig
Try it
Pipedrive iconarrow_forwardSigneasy icon

Automatically send a Signeasy envelope every time a lead is added in Pipedrive

Are you tired of wasting precious hours initiating document signings every time a new lead is added in Pipedrive? It's a tedious and time-consuming task that can lead to unwanted delays and bottlenecks in your workflow. But don't worry, we have got your back! With Relay.app, you can now automate send
Try it
Pipedrive iconarrow_forwardSigneasy icon

Automatically send an envelope via Signeasy every time a deal is won in Pipedrive

Do you find it time-consuming to manually send documents for signature every time you win a deal in Pipedrive? Relay.app provides an automated solution that seamlessly integrates Pipedrive with Signeasy to send documents for signature whenever you win a deal. With Relay.app, you can streamline contra
Try it
Pipedrive iconarrow_forwardSigneasy icon

Automatically send an envelope for signing through Signeasy every time an activity is added in Pipedrive

Are you tired of managing document signings whenever new activities are added in Pipedrive? If so, Relay.app is the solution to streamline your workflow and minimize manual intervention. With Relay.app, you can automate sending Signeasy envelopes whenever new activities are added in Pipedrive, elimin
Try it
Pipedrive iconarrow_forwardSigneasy icon

Automatically send envelopes for signing through Signeasy every time a product is added in Pipedrive

Are you tired of manually sending documents for signature every time a new product is added to Pipedrive? It's time to streamline the signing process and accelerate your business operations with Relay.app. This solution automates the cumbersome task of initiating the signature process in Signeasy, se
Try it
Pipedrive iconarrow_forwardSigneasy icon

Send Signeasy envelopes for updated Pipedrive organizations

Relay.app is an automation tool that lets you automate actions across Pipedrive, Signeasy and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Signeasy "Send envelope to sign" action for each Pipedrive "Organization updated" event.
Try it
Pipedrive iconarrow_forwardSigneasy icon

Automatically send an envelope for signature via Signeasy every time a deal is updated in Pipedrive

Do you find managing document signings for Pipedrive deals tedious and time-consuming? It's a common problem that slows down your sales cycle and affects your bottom line. But what if you could automate the process and streamline paperwork to accelerate deal closures? That's where Relay.app comes in
Try it
Pipedrive iconarrow_forwardSigneasy icon

Automatically send Signeasy envelopes for signature every time a deal stage changes in Pipedrive

Are you sick of managing document signing every time a deal progresses through different stages in Pipedrive? Say goodbye to the manual handling of document signing with Relay.app. This app automatically sends Signeasy envelopes for signature whenever the Pipedrive deal stages change, eliminating the
Try it
Pipedrive iconarrow_forwardSigneasy icon

Automatically send an envelope to sign through Signeasy every time a deal is closed in Pipedrive

Are you tired of spending much time manually sending documents for signature after closing a deal in Pipedrive? With Relay.app, you can simplify this process and automate document signing by seamlessly integrating Pipedrive and Signeasy. You can streamline your workflow, close deals faster, and impro
Try it
Signeasy iconarrow_forwardPipedrive icon

Automatically add a new person in Pipedrive for each envelope signed in Signeasy

Integrate Signeasy with Pipedrive to automatically add a new person in Pipedrive for each new envelope signed in Signeasy. This integration ensures that your Pipedrive contacts are updated with the latest information whenever a document is signed using Signeasy. When a new envelope is signed in Sign
Try it
Pipedrive iconarrow_forwardSigneasy icon

Automatically send an envelope for signature via Signeasy every time a project status changes in Pipedrive

Do you face delays in document signing due to manual back-and-forth when requesting signatures for important documents every time a project status updates in Pipedrive? This can lead to bottlenecks in your workflow, affecting productivity and client satisfaction. Relay.app can automate this cumbersom
Try it
Pipedrive iconarrow_forwardSigneasy icon

Automatically send an envelope for signing through Signeasy every time a person is updated in Pipedrive

Are you tired of manually updating and sending documents for signatures every time a person's details are updated in Pipedrive? It can be quite frustrating and time-consuming, right? But what if I told you there's a way to say goodbye to this hassle and delays? Relay.app - the ultimate solution to au
Try it

What will you automate?

Sign up and get started with your first Relay.app workflow today.
Try Relay.app for free
Background imageBackground image