Guide

How to send DocuSign envelopes when a new person is added to Pipedrive

Are you tired of getting lost in the complicated procedures of onboarding paperwork, worried about missing a crucial document, or spending endless hours managing the dispatching process? Don't worry! With Relay, you can easily prepare and send an envelope from a selected template in DocuSign. It means you can get all the necessary documents together in one place, making it easier to track what needs to be done and when. In this guide, we’ll show you how to set this integration up in four easy steps, so you don't have to worry about missing anything important as everything runs smoothly.
Pipedrive logoPipedrive > DocuSign
Trigger
Last triggered
Pipedrive logoPerson added
DocuSign logoSend envelope from template
1

Set the Pipedrive trigger as “Person added”

Add the Pipedrive trigger to initiate your playbook's actions before adding a person.

To do this, click "Add trigger" in your playbook. Choose the "Person added" trigger from the Pipedrive options. It will enable your playbook to automatically identify newly added persons 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 when a new person is added to Pipedrive 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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