Guide

How to send DocuSign envelopes for every updated Pipedrive organizations

Do you find it time-consuming and bothersome to manually send DocuSign envelopes every time you update an organization in Pipedrive? It can be frustrating to go through this process repeatedly, especially if you have a lot of updates to make. I got you! With Relay, you can easily send envelopes via DocuSign using templates every time an organization is updated in Pipedrive. In this guide, we will demonstrate four simple steps to set up the integration and streamline the document handling process.
Pipedrive logoPipedrive > DocuSign
Trigger
Last triggered
Pipedrive logoOrganization updated
DocuSign logoSend envelope from template
1

Set the Pipedrive trigger as “Organization updated”

Add the Pipedrive trigger to initiate your playbook's actions before updating organizations.

To do this, click "Add trigger" in your playbook. Choose the "Organization updated" trigger from the Pipedrive options. It will enable your playbook to automatically identify newly updated organizations and trigger necessary actions.

If you have yet to connect your Pipedrive account to Relay, a prompt will guide you through the connection process.

2

Add the “Send envelope from template” in DocuSign step

Integrate the DocuSign automation into your playbook to ensure the prompt sending of envelopes.

Select "Add step," then locate the "Send envelope from template" automation for DocuSign, then choose a template (an example is "NDA") and input the relevant details, such as Email subject, Email body, Party A email, Party A name, Party B email, and Party B name.

If your DocuSign account isn't connected to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to send envelopes through your DocuSign account.

3

Activate your playbook

Activating your playbook is the final step. Once turned on, it will respond to send DocuSign envelopes from updated Pipedrive organizations 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.

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