DocuSign Envelope completed. Pipedrive Create activity.

When a DocuSign envelope is completed, create a new activity in Pipedrive

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This applet will allow users to automatically create a new activity in Pipedrive when a DocuSign envelope is completed. The applet will monitor the DocuSign account for any completed envelopes, and when one is found, it will automatically create a new activity in Pipedrive with the details of the envelope. This will save users time by eliminating the need to manually create activities in Pipedrive after a DocuSign envelope is completed.

Create your own Pipedrive and DocuSign workflow

Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.

8 triggers, queries, and actions

Envelope completed

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is completed.

Envelope sent

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is sent.

New activity

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new activity.

New deal

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new deal.

New deal matching filter

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new deal which matches a Pipedrive filter.

Create activity

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create an activity.

Create deal

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new deal.

Create signature request

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new signature request from a template.

Create activity

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create an activity.

Create deal

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new deal.

Create signature request

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new signature request from a template.

Envelope completed

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is completed.

Envelope sent

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is sent.

New activity

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new activity.

New deal

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new deal.

New deal matching filter

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new deal which matches a Pipedrive filter.

More on Pipedrive and DocuSign

About Pipedrive

Pipedrive is the easy-to-use, #1 user-rated Sales CRM and pipeline management software that enables businesses to plan their sales activities and close deals in less time. Do more to grow your business with Pipedrive and IFTTT.

Learn more

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About DocuSign

DocuSign is the #1 way to send and sign documents electronically. Make your business faster, simpler and more cost-efficient with electronic agreements.

Learn more

More integrations with DocuSign