?>

DocuSign + pipelinedeals Integrations

Syncing DocuSign with pipelinedeals is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

pipelinedeals Integrations

Best DocuSign and pipelinedeals Integrations

  • DocuSign Google Drive

    DocuSign + Google Drive

    Save a Signed Document from DocuSign to Google Drive Read More...
    When this happens...
    DocuSign Get Document
     
    Then do this...
    Google Drive Upload File
    DocuSign, a popular electronic signature online service, now works with Google Drive. Set up this DocuSign – Google Drive integration and Appy Pie Connect will handle the whole thing for you. Once you’ve set this integration up, whenever you sign a document using DocuSign, the signed document will automatically be sent to Google Drive. This way, you can easily share your signed documents with your colleagues and clients without any hassle. This Connect is highly advantageous to nearly every industry and department, including human resources, sales, real estate, healthcare, education and more. So, enjoy the benefits of workflow automation, set up this integration now!
    How This Integration Works
    • A new document is signed in DocuSign
    • Appy Pie Connect sends that signed document to Google Drive
    What Is Needed For This Integration
    • A DocuSign account
    • A Google Drive Account
  • DocuSign WordPress

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    When this happens...
    DocuSign Get Document
     
    Then do this...
    WordPress Create Post
    Now you don’t need to upload a signed document to your Blog post manually. Use this automation and we’ll automatically add that document to your blog post without any manual efforts from your end. After setting this integration up, whenever a document is signed in DocuSign, Appy Pie Connect will automatically add it to your blog post. Enjoy the benefits of workflow automation, set up this integration now!
    How this DocuSign – WordPress integration works
    • A new document is signed in DocuSign
    • Appy Pie Connect adds that document to a Blog Post
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • DocuSign DocuSign

    WordPress + DocuSign

    Send envelope from template in DocuSign when a post is published on WordPress Read More...
    When this happens...
    DocuSign New Post
     
    Then do this...
    DocuSign Send Envelope
    Get your blog post signed easily and securely without any hassle by connecting your WordPress account with DocuSign. After setting this integration up, whenever a post is published on WordPress, Appy Pie Connect sends an envelope from a template in DocuSign to the contacts of your choice. No coding skills required, follow our simple instructions and set up this integration in minutes.
    How this DocuSign – WordPress integration Works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends an envelope from a template in DocuSign to the contacts of your choice
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • DocuSign Xero

    pipelinedeals + Xero

    Create Xero invoices for moved PipelineDeals deals Read More...
    When this happens...
    DocuSign Moved Deal
     
    Then do this...
    Xero Create Sales Invoice
    Now that the deal has grown on PipelineDeals, it's time to get those invoices ready. They'd already be operational if you have the PipelineDeals Xero integration turned on. Every change in a deal's stage will set it off, automatically issuing a new Xero invoice for each. You can even select to have it sent out right away during setup.
    How It Works
    • A new deal is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new sales invoice in Xero.
    What You Need
    • PipelineDeals account
    • Xero account
  • DocuSign Google Sheets

    pipelinedeals + Google Sheets

    Create new rows in Google Sheets for new PipelineDeals users Read More...
    When this happens...
    DocuSign New Person
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want to make sure that no matter how much things change, every step of the process of your deals is precisely recorded? Once you've set up this Connect Flow, everything will be tracked for you automatically. Each modification in your PipelineDeals deal stages will generate a new row in Google Sheets, ensuring that you stay on top of everything.
    How This PipelineDeals-Google Sheets Works
    • A new person is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new row on Appy Pie Connect.
    What You Need
    • PipelineDeals account
    • Google Sheets account
  • DocuSign Google Sheets

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    DocuSign {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{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
  • Get Document

    Trigger every time a new document is e-signed in DocuSign.

  • 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.

How DocuSign & pipelinedeals Integrations Work

  1. Step 1: Choose DocuSign as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate DocuSign with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select pipelinedeals as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate pipelinedeals with Appy Pie Connect.

    (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.