How to send envelopes using templates in DocuSign for deal changes in Pipedrive

Add the Pipedrive trigger to initiate your playbook's actions before changing the stage of the deals.

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

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

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.

Activating your playbook is the final step. Once turned on, it will respond to send envelopes using a template in DocuSign for the changed deal stages in Pipedrive 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.