Send a document from DocuSign to sign to a person from Pipedrive
Send a document from DocuSign to sign to a person from Pipedrive
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About
When a deal meets specified criteria, a document from a template is sent to them via DocuSign.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Adds a recipient to the bulk send list
Sends envelopes based on a template to multiple recipients using a bulk send list.
Cancels a recurring subscription.
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"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
