In this how-to guide

How to send envelopes using templates in DocuSign for deal changes in Pipedrive
1. Set the Pipedrive trigger as “Deal stage changed”
2. Add the DocuSign "Send envelope from template" automation
3. Activate your playbook
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How to send envelopes using templates in DocuSign for deal changes in Pipedrive

How to send envelopes using templates in DocuSign for deal changes in Pipedrive

Relay.app is an automation tool that lets you automate actions across Pipedrive, DocuSign, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the DocuSign “Send envelope from template” action for each Pipedrive “Deal stage changed” event.

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Pipedrive > DocuSign

Trigger

Last triggered

Deal stage changed

Send envelope from template

1

Set the Pipedrive trigger as “Deal stage changed”

Add the Pipedrive trigger to initiate your playbook's actions before changing the stage of the deals.

To do this, click "Add trigger" in your playbook. Choose the "Deal stage changed" trigger from the Pipedrive options. It will enable your playbook to automatically identify newly changed stages and trigger necessary actions.

If you have yet to connect your Pipedrive account to Relay, a prompt will guide you through the connection process.

2

Add the DocuSign "Send envelope from template" automation

Integrate the DocuSign automation into your playbook to ensure the prompt sending of envelopes.

Select "Add step," then locate the "Send envelope from template" automation for DocuSign, then choose a template (an example is "NDA") and input the relevant details, such as Email subject, Email body, Party A email, Party A name, Party B email, and Party B name.

If your DocuSign account isn't connected to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to send envelopes through your DocuSign account.

3

Activate your playbook

Activating your playbook is the final step. Once turned on, it will respond to send envelopes using a template in DocuSign for the changed deal stages in Pipedrive without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together.

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