How to automatically send a Signeasy envelope every time a project is added in Pipedrive is an automation tool that lets you automate actions across Pipedrive, Signeasy, and many other apps. In this guide, we'll show you how to automatically run the “send envelope to sign” action in Signeasy for each project added in Pipedrive using
Pipedrive logoPipedrive > Signeasy
Last triggered
Pipedrive logoProject added
Signeasy logoSend envelope to sign

Set the Pipedrive trigger as “Project added”

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Pipedrive trigger to initiate your playbook's actions whenever a project is added. Click "Add trigger" in your playbook and choose "Project added" from the dropdown menu under Pipedrive. This will allow your playbook to automatically identify newly added projects and trigger necessary actions.

If you still need to connect your Pipedrive account to yet, a prompt will guide you through the process.


Add the “Find template(s)” and "Send envelope to sign" step in Signeasy

Integrate the Signeasy automation into your playbook to ensure the prompt sending of envelopes to sign using Signeasy every time a project is added in Pipedrive.

Click the "Add step" button, then locate the “Find template(s)” and "Send envelope to sign" automation for Signeasy and input the mandatory and relevant details.

If your Signeasy account still needs to be connected to, you will be prompted to complete that connection. Make sure to allow the necessary permissions for to sync with your Signeasy account.


Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send a Signeasy envelope for document signing every time a project is added in Pipedrive without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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