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How to automatically send an envelope for signing through Signeasy every time a project phase changes in Pipedrive

How to automatically send an envelope for signing through Signeasy every time a project phase changes 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 phase changed in Pipedrive using Relay.app.
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Pipedrive logoPipedrive > Signeasy
Trigger
Last triggered
Pipedrive logoProject phase changed
Signeasy logoSend envelope to sign
1

Set the Pipedrive trigger as “Project phase changed”

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 every time a project phase changes. Click "Add trigger" in your playbook and choose "Project phase changed" from the dropdown menu under Pipedrive.

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 phase changes 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 an envelope to sign through Signeasy every time a project phase changes 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.

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