How this automation works
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.
Envelope completed
Trigger ingredients
Create activity
Action fields
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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
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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.
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.
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.
DocuSign is the #1 way to send and sign documents electronically. Make your business faster, simpler and more cost-efficient with electronic agreements.
