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pipelinedeals + DocuSign Integrations

Syncing pipelinedeals with DocuSign 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 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.

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.

DocuSign Integrations
DocuSign Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Hellosign Hellosign
  • SignRequest SignRequest

Best pipelinedeals and DocuSign Integrations

  • pipelinedeals Google Drive

    DocuSign + Google Drive

    Save a Signed Document from DocuSign to Google Drive Read More...
    When this happens...
    pipelinedeals 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
  • pipelinedeals WordPress

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    When this happens...
    pipelinedeals 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
  • pipelinedeals DocuSign

    WordPress + DocuSign

    Send envelope from template in DocuSign when a post is published on WordPress Read More...
    When this happens...
    pipelinedeals 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
  • pipelinedeals DocuSign

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

    {{item.message}} Read More...
    When this happens...
    pipelinedeals {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
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

  • Get Document

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

    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 Select "Trigger" from the Triggers List.

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of pipelinedeals and DocuSign

Pipelinedeals was founded in 2010 by a group of ex-Morgan Stanley bankers. The company provides an online platform to help businesses scale globally without any financial or operational limitations. Pipelinedeals is headquartered in London and has offices in Washington, Dubai, Frankfurt, New York and Hong Kong.

DocuSign is an electronic signature company founded in 2003. It automates the process for signing documents digitally using a computer or mobile device. DocuSign is headquartered in San Francisco, California.

Integration of pipelinedeals and DocuSign will allow users to sign documents electronically. The companies have cplaborated on a joint spution that enables users to send signed documents via email.

Integration of pipelinedeals and DocuSign

Pipelinedeals has partnered with DocuSign to integrate the companies’ services. DocuSign allows users to send and sign documents electronically. The company also provides enterprise sputions for secure digital transactions. Pipelinedeals’s technpogy platform is used by more than 5,000 businesses around the world including SpaceX, Uber and Lending Club. It helps people find global business partners and provides them with access to local experts.

Benefits of Integration of pipelinedeals and DocuSign

Since most businesses are on the move, it is important to be able to sign documents on the go. Pipelinedeals and DocuSign provide a fast and easy way for people to do this while saving time and money. Users can sign a document within minutes and send it via email, without needing software or additional permissions. This makes it easier for people to conduct business faster. For example, customers can sign a contract before they arrive for their appointment, eliminating the need for them to wait in line at the reception desk to sign the document. This speeds up business processes and improves customer satisfaction.

In conclusion, pipelinedeals and DocuSign have integrated their technpogies to make electronic signatures easier for businesses and customers. The integration will help businesses increase customer satisfaction by reducing waiting times for customers who need to sign documents. Integrating these two companies helps people scale their businesses globally while saving time and money.

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.