In this how-to guide

How to send DocuSign envelopes for updated Pipedrive deals
1. Set the Pipedrive trigger as “Deal updated”
2. Add the “Send envelope from template” in DocuSign step
3. Activate your playbook
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How to send DocuSign envelopes for updated Pipedrive deals

How to send DocuSign envelopes for updated Pipedrive deals

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 deal updated in Pipedrive using Relay.app.

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Pipedrive > DocuSign

Trigger

Last triggered

Deal updated

Send envelope from template

1

Set the Pipedrive trigger as “Deal updated”

Add the Pipedrive trigger to initiate your playbook's actions before updating the deals.

To do this, click "Add trigger" in your playbook. Choose the "Deal updated" trigger from the Pipedrive options. It will enable your playbook to automatically identify newly updated deals and trigger necessary actions.

If you have yet to connect your Pipedrive account to Relay, a prompt will guide you through the connection process.

2

Add the “Send envelope from template” in DocuSign step

Integrate the DocuSign automation into your playbook to ensure the prompt sending of envelopes.

Select "Add step," then locate the "Send envelope from template" automation for DocuSign, then choose a template (an example is "NDA") and input the relevant details, such as Email subject, Email body, Party A email, Party A name, Party B email, and Party B name.

If your DocuSign account isn't connected to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to send envelopes through your DocuSign account.

3

Activate your playbook

Activating your playbook is the final step. Once turned on, it will respond to send DocuSign envelopes for updated Pipedrive deals 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.

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