How to send a DocuSign envelope from a template when a deal stage is reached in HubSpot

Every playbook starts with a trigger. The trigger detects changes in your connected apps and initiates your playbook's actions.

Click "Add trigger" and select "Deal stage reached" under HubSpot automation. Then, select the pipeline and stage. This will allow your playbook to automatically detect the deal stage reached in HubSpot and initiate necessary actions.

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

Integrate the DocuSign automation into your playbook to ensure you can send an envelope from a template in DocuSign for each deal that reaches a specific stage in HubSpot.

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.

Activating your playbook is the final step to automate sending the DocuSign envelope. Once turned on, it will respond when a deal reaches a specific stage in HubSpot 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.