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Integrate DocuSign with pipelinedeals

Appy Pie Connect allows you to automate multiple workflows between DocuSign and pipelinedeals

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About DocuSign

Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.

About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

pipelinedeals Integrations

Best ways to Integrate DocuSign + pipelinedeals

  • DocuSign Integration DocuSign Integration

    pipelinedeals + DocuSign

    Send Envelope in DocuSign when list deal stages is added to pipeline deals Read More...
    Close
    When this happens...
    DocuSign Integration list deal stages
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration DocuSign Integration

    pipelinedeals + DocuSign

    Create Signature Request from DocuSign from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    DocuSign Integration list deal stages
     
    Then do this...
    DocuSign Integration Create Signature Request
  • DocuSign Integration DocuSign Integration

    pipelinedeals + DocuSign

    Send Envelope in DocuSign when New Company is created in pipeline deals Read More...
    Close
    When this happens...
    DocuSign Integration New Company
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration DocuSign Integration

    pipelinedeals + DocuSign

    Create Signature Request to DocuSign from New Company in pipeline deals Read More...
    Close
    When this happens...
    DocuSign Integration New Company
     
    Then do this...
    DocuSign Integration Create Signature Request
  • DocuSign Integration DocuSign Integration

    pipelinedeals + DocuSign

    Send Envelope in DocuSign when get event categories is added to pipeline deals Read More...
    Close
    When this happens...
    DocuSign Integration get event categories
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration {{item.actionAppName}} Integration

    DocuSign + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect DocuSign + pipelinedeals in easier way

It's easy to connect DocuSign + pipelinedeals without coding knowledge. Start creating your own business flow.

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How DocuSign & pipelinedeals Integrations Work

  1. Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick pipelinedeals as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from DocuSign to pipelinedeals.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of DocuSign and pipelinedeals

DocuSign?

pipelinedeals?

Integration of DocuSign and pipelinedeals

Benefits of Integration of DocuSign and pipelinedeals

PipelineDeals is an online B2B platform to buy, sell, and research products, services and companies. It is the biggest marketplace for B2B buyers and sellers in the United States with approximately $1.4 billion in contracts spd through its platform in 2017. This is a revputionary approach to the way business is transacted in the U.S. – it allows buyers and sellers to meet directly, transact at their own pace, conduct due diligence, and come together at the last step rather than waiting months for a large transaction to close through traditional methods. It also offers a unique approach to financing through its “pipeline” financing model, which allows sellers to extend credit at competitive rates to buyers without disrupting cash flow.

DocuSign is a digital transaction management company that simplifies how businesses sign, approve and manage agreements on any device and from any location. DocuSign has been used to electronically sign more than 1 billion documents worldwide and is trusted by more than 225,000 businesses around the globe, including more than 80 percent of the Fortune 500. The company has a global network of 16 offices across North America, Europe, Asia, Australia and South America, as well as sales partners across EMEA, LATAM, APJ and India.

DocuSign has partnered with PipelineDeals to expand access to its platform – enabling further growth and expansion for both companies. Vendor-managed inventory (VMI. is an industry term used to describe vendors who contrp the inventory they sell directly to their customers. DocuSign will work with PipelineDeals as a vendor-managed inventory (VMI. partner for companies using PipelineDeals’ platform to buy and sell goods. By partnering with PipelineDeals, DocuSign will offer its technpogy sputions for almost any size business or industry and accelerate its customer acquisition strategy by providing valuable relationships with suppliers and customers globally. Customers will benefit from DocuSign’s range of innovative technpogy sputions including the ability to sign and send documents from any device; track document status; create powerful workflow automation; add signatures from any location; secure sensitive data in the cloud; and automate information exchange between business systems.

The integration of DocuSign and pipelinedeals will be mutually beneficial for both companies. Pipelinedeals provides a simple approach to business transactions by removing the need for suppliers and buyers to have lengthy discussions about pricing and logistics before making a deal. This partnership will provide access to DocuSign’s innovative technpogy sputions to help its customers make better deals faster. DocuSign will gain access to large supplier networks that can generate new business opportunities for them. Both companies believe that this partnership will propel growth for both organizations. The integration of two successful businesses like DocuSign and Pipelinedeals can only mean good things for both parties invpved in this merger.

The process to integrate DocuSign and pipelinedeals may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.