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Pipedrive + Signeasy Integrations

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Connect Pipedrive to Signeasy
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Pipedrive + your other apps
Signeasy + your other apps
Related blog posts
FAQ

Pipedrive + Signeasy integrations

Pipedrive > Signeasy

Trigger

Last triggered

Deal stage changed

Send envelope to sign

Overview

Connect Pipedrive to Signeasy in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Pipedrive, Signeasy, and many other popular SaaS applications.

Check below for example workflows using Pipedrive and Signeasy, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

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Screenshots of Pipedrive and Signeasy integrations in Relay.app

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Preview of Use any of these Pipedrive actions in your Relay.app workflows

Preview of Use any of these Signeasy actions in your Relay.app workflows.

Preview of Use Relay.app's Signeasy integrations to trigger actions across your apps

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Use any of these Pipedrive actions in your Relay.app workflows

Use any of these Signeasy actions in your Relay.app workflows.

Use Relay.app's Signeasy integrations to trigger actions across your apps

Example Pipedrive + Signeasy workflows

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Automatically send a Signeasy envelope for document signing every time an organization is added in Pipedrive

Are you tired of the manual process of initiating document signings for new organizations added to Pipedrive? Do you face delays in document processing that slow down your workflow and hinder your team's productivity? If so, Relay.app can help you automate sending digital envelopes for signatures, el

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Automatically send an envelope for signing through Signeasy every time a project phase changes in Pipedrive

If you're tired of manually managing project phases in Pipedrive and coordinating document signatures with Signeasy, Relay.app can streamline your workflows and ensure timely document sign-offs. With Relay.app, you can seamlessly manage Pipedrive project phases and automate sending Signeasy envelopes

Try it

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Automatically send documents for e-signature via Signeasy whenever a new contact is added to Pipedrive

Manually sending documents for e-signature every time a new contact is added to Pipedrive can be cumbersome and time-consuming. But with Relay.app, you can automate this entire process by seamlessly integrating Pipedrive with Signeasy to send documents for e-signature automatically whenever a new con

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Automatically send an envelope to sign through Signeasy every time a deal is added in Pipedrive

Are you tired of manually sending contracts for signature every time a new deal is added to Pipedrive? This process not only wastes valuable time but also introduces the risk of errors and delays. But don't worry; Relay.app can help you automate the process of sending contracts for signature with Sig

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Automatically send a Signeasy envelope every time a lead is added in Pipedrive

Are you tired of wasting precious hours initiating document signings every time a new lead is added in Pipedrive? It's a tedious and time-consuming task that can lead to unwanted delays and bottlenecks in your workflow. But don't worry, we have got your back! With Relay.app, you can now automate send

Try it

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Automatically send an envelope via Signeasy every time a deal is won in Pipedrive

Do you find it time-consuming to manually send documents for signature every time you win a deal in Pipedrive? Relay.app provides an automated solution that seamlessly integrates Pipedrive with Signeasy to send documents for signature whenever you win a deal. With Relay.app, you can streamline contra

Try it

Automatically send an envelope for signing through Signeasy every time an activity is added in Pipedrive Automatically send envelopes for signing through Signeasy every time a product is added in Pipedrive Send Signeasy envelopes for updated Pipedrive organizations Automatically send an envelope for signature via Signeasy every time a deal is updated in Pipedrive Automatically send Signeasy envelopes for signature every time a deal stage changes in Pipedrive Automatically send an envelope to sign through Signeasy every time a deal is closed in Pipedrive

Inspirational workflows

Visit the template gallery ➔

Calendly Discovery to CRM Process

CRM

Relay.app workflow screenshot: Calendly Discovery to CRM Process

Pipedrive Triggers

Activity

add

Activity added

Deal

edit

Deal changed

payments

Deal closed

target

Deal first meets conditions

payments

Deal lost

conversion_path

Deal stage changed

payments

Deal won

add

New deal added

Lead

add

Lead added

Organization

add

New organization added

edit

Organization changed

target

Organization first meets conditions

Person

add

New person added

edit

Person changed

target

Person first meets conditions

Product

add

New product added

edit

Product changed

target

Product first meets conditions

Project

add

Project added

conversion_path

Project phase changed

task_alt

Project status changed

Signeasy Actions

Pending Envelope

outgoing_mail

Send envelope to sign

Signed Envelope

download

Download signed envelope

schedule

Wait until envelope signed

Template

Find template(s)

Signeasy Triggers

Signed Envelope

signature

Envelope signed

Pipedrive Actions

Activity

add

Add activity

edit

Update activity

Deal

add

Add activity to deal

add

Add deal

person_add

Add follower to deal

person_add

Add participiant

add

Add product

attach_file

Attach deal to project

content_copy

Duplicate deal

Find deal(s)

edit

Update deal

schedule

Wait until deal stage reached

Lead

web_stories

Add activity to lead

person_add

Add lead for organization

person_add

Add lead for person

Create your own Pipedrive + Signeasy integration

Select a trigger in Pipedrive

Select an action in Signeasy

Create your workflow

Or automate Signeasy + Pipedrive

Select a trigger in Signeasy

Select an action in Pipedrive

Create your workflow

Connect Pipedrive to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Signeasy to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Pipedrive to Signeasy with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Pipedrive or Signeasy to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Pipedrive and Signeasy to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Pipedrive to Signeasy?
link
Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Pipedrive to Signeasy that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Pipedrive and Signeasy—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

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Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Pipedrive + Signeasy integrations

Screenshots of Pipedrive and Signeasy integrations in Relay.app

Example Pipedrive + Signeasy workflows

Automatically send a Signeasy envelope for document signing every time an organization is added in Pipedrive

Automatically send an envelope for signing through Signeasy every time a project phase changes in Pipedrive

Automatically send documents for e-signature via Signeasy whenever a new contact is added to Pipedrive

Automatically send an envelope to sign through Signeasy every time a deal is added in Pipedrive

Automatically send a Signeasy envelope every time a lead is added in Pipedrive

Automatically send an envelope via Signeasy every time a deal is won in Pipedrive

Inspirational workflows

Calendly Discovery to CRM Process

Create your own Pipedrive + Signeasy integration

Or automate Signeasy + Pipedrive

Connect Pipedrive to your other apps

Or connect Signeasy to your other apps

Related blog posts

The best form automation software in 2024

7 Pipedrive automations for effortless lead management

FAQ

What is Relay.app?

How do I connect Pipedrive to Signeasy with Relay.app?

Is Relay.app a Make.com alternative for connecting Pipedrive to Signeasy?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?