How to automatically send a DocuSign envelope for new Pipedrive projects is an automation tool that lets you automate actions across Pipedrive, DocuSign, and many other apps. In this guide, we'll show you how to automatically send envelope from template in DocuSign for each project added in Pipedrive using
Pipedrive logoPipedrive > DocuSign
Last triggered
Pipedrive logoProject added
DocuSign logoSend envelope from template

Create your playbook and set the Pipedrive trigger as "Project added"

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 "Project added" under Pipedrive. Then, select details like board. This will allow your playbook to automatically detect the new project added in Pipedrive and initiate necessary actions.

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


Add the "Send envelope from template" in DocuSign automation

Integrate the DocuSign automation into your playbook to ensure the prompt send of the specific envelope whenever a new project is added in Pipedrive.

Click the "Add step" button, then locate the "Send envelope from template" automation for DocuSign and input the mandatory and relevant details.

If your DocuSign account isn't already connected to, you will be prompted to complete that connection. Make sure to allow the necessary permissions for to sync with your DocuSign account.


Activate your playbook

Activating your playbook is the final step to automate sending an envelope in DocuSign. Once turned on, it will respond to each new project added in Pipedrive by sending an envelope to sign in DocuSign 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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