How to automatically send an envelope via Signeasy every time a deal is won in Pipedrive

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 deal is won. Click "Add trigger" in your playbook and choose "Deal won" from the dropdown menu under Pipedrive. This will allow your playbook to automatically identify newly won deals 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.

Integrate the Signeasy automation into your playbook to ensure the prompt sending of envelopes to sign using Signeasy every time a deal is won 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.

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send an envelope for signing via Signeasy every time a deal is won 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.