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How to send Signeasy envelopes for updated Pipedrive organizations

How to send Signeasy envelopes for updated Pipedrive organizations

Relay.app is an automation tool that lets you automate actions across Pipedrive, Signeasy, and many other apps.
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1

Create your playbook and set the Pipedrive trigger as "Organization updated"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Organization updated" under Pipedrive. Then, select details like custom fields. This will allow your playbook to automatically detect the updated organization in Pipedrive and initiate necessary actions.

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

2

Add the "Find template(s)" and "Send envelope to sign" in Signeasy automation

Integrate the Signeasy automation into your playbook to ensure the prompt sending of the envelope to sign in Signeasy whenever an organization is updated in Pipedrive.

Click the "Add step" button, then locate the "Find template(s)" under Signeasy to find the name of the envelope that you're about to send and identify the template you will send. Once that is done, select the "Send the envelope to sign" automation for Signeasy and input the mandatory and relevant details.

If your Signeasy 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 Signeasy account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the sending of Signeasy envelope. Once turned on, it will respond when an organization is updated in Pipedrive by sending the specific Signeasy envelope to sign 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.

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