How to Send DocuSign Documents When a Pipedrive Deal Status Changes

Imagine being able to automate, in just a few steps, the contract signing process for your Deals in Pipedrive. Using DocuSign and Albato, it is possible to create two flows that will help you save a lot of your team’s time.

In the first one, every time a document/deal in Pipedrive reaches a specific desired status, a DocuSign document template will be sent to the client for signature.

The second automation will identify when the document has been signed and will automatically update the Deal in Pipedrive.

See below how to automate these scenarios using our platform.

Connecting the apps

The first step is to ensure that both DocuSign and Pipedrive are properly connected to Albato. If you haven’t completed this step yet, go to the Apps tab in your platform and click on Add a Connection.

Search for DocuSign and follow the instructions until you see a success screen.

Then, repeat the process with Pipedrive.

If you have any questions at this stage or if any additional configuration is required to complete the connection, check our help center for specific tutorials for each application.

How to create your automation

Once you have properly connected the apps, go to the Automations tab in Albato and click on Create new automation.

In the first step, click here to add the trigger.

Select the Pipedrive trigger for Deal update.

Next, click here to add the DocuSign step.

Select the event to Create signature request .Then, select the previously created template that should be sent when a deal is updated.

Finally, configure the email subject fields, the status that should appear in DocuSign for this contract and, most importantly, using values from Pipedrive, the details of who will receive the document (email and name) to be signed.

Example of how it would look.

After configuring this step, click here to add a filter.

Next, configure a specific condition (that is, here we will define which status the deal must have for the contract to be sent).

To do this, select the Deal status parameter and specify which value it must contain, for example: won.

Attention: It is important to make sure that the name you enter exactly matches the status sent by Pipedrive. A capital letter or different character may cause the deal status not to be recognized and the condition not to be met.

If you are not sure which exact value will be received, first run a test with the automation without a filter. Activate it, change the deal status in Pipedrive and then, in the history tab, click on details next to the Pipedrive trigger to see exactly how the value appears in this field. This way, you can correctly update the value in the filter.

This way, your first automation will be created and you just need to activate it.

Finally, repeat the process to create a new automation.

In the second automation, we will use the DocuSign trigger that identifies when a document has been signed (Envelope status updated).

Next, click here to add an action.

Then select the Pipedrive action to search for a deal.

In the fields of this action, use the email received from the DocuSign trigger.

Finally, you will get the deal ID, and now just repeat the previous action to add a new step, but this time selecting the Update Deal action.

Use the ID found in the previous step.

You can define what you want to update in the Deal, as well as, for example, add notes or other data related to DocuSign.

Just activate this automation as well, and both scenarios will be created and ready to use.

Conclusion

This automation helps your team send signature documents from DocuSign as soon as the right deal stage is reached in Pipedrive, reducing manual follow-up and keeping the sales process moving. If you have any questions, contact our support team via chat.