Integrate pipelinedeals with DocuSign

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

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About pipelinedeals

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

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.

Want to explore pipelinedeals + DocuSign quick connects for faster integration? Here’s our list of the best pipelinedeals + DocuSign quick connects.

Explore quick connects

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Connect pipelinedeals + DocuSign in easier way

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

  • Triggers
  • 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

  • New Update Envelope

    Trigger when a status of the envelope changed.

  • Actions
  • 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.

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

How pipelinedeals & DocuSign Integrations Work

  1. Step 1: Choose pipelinedeals 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 DocuSign 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 pipelinedeals to DocuSign.

    (2 minutes)

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

Integration of pipelinedeals and DocuSign

In today’s world, the technpogy is developing day by day. The users of computers and mobile devices have already got the internet connection. For that, they can take the benefit of the internet. They can do many things with the help of the internet. As we all know, there are a lot of social networking sites on the internet. Every social networking site has its own features. Every social networking site has its own different features. But every social networking site is associated with any other social networking site. To increase their popularity, they are trying to connect with other social networking sites. Therefore, they want to make their social networking sites unique from other social networking sites.

Thinking about this, one company called pipelinedeals has launched a new app called DocuSign for business. This app helps the users to sign documents in a very easy way. It also allows the users to share documents online. This app is available for both Android and IOS users. The users can also use this app on their computers. So anyone can easily use this app and make their life easy. Now let us have a look at the details of this app.

Integration of pipelinedeals and DocuSign

DocuSign is a popular platform for business documents. It is used for signing documents online. It is a simple and easy platform to use. It helps everyone to save paper, time and money. Pipelinedeals is also a popular social networking site. Now both these platforms are integrated together so that it becomes easier for the users to do their work in an easy way. With this integration, it provides a lot of benefits to the users. Now let us have a look at the benefits of this integration.

  • The users can sign the documents in an easy way
  • It saves paper, time and money
  • The users can share important documents easily
  • The users get notifications when they receive any important documents

We can conclude that this integration helps the users in many ways. So if you want to sign your important documents in a very easy way, then you must use this app on your computer or smartphone.

The process to integrate pipelinedeals and DocuSign 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm