When a new Pipedrive activity is scheduled, create the a new signature request in DocuSign

Connect

This applet will allow users to create a new signature request in DocuSign whenever an activity is scheduled in Pipedrive. It will allow you to quickly and easily transfer information from Pipedrive to DocuSign, eliminating the need to manually input the data. This applet will make it easy to keep your accounts and activities up to date and make sure that all necessary documents are properly signed.

If

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New activity

This trigger fires when there is a new activity.

Then

DocuSign icon
Create signature request

This action will create a new signature request from a template.

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