When a new Pipedrive activity is scheduled, create the a new signature request in DocuSign
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Other popular DocuSign workflows and automations
- When a new Calendly event schedule is created, send the creator a signature request in DocuSign
- Send a text message to a number when a Docusign envelope is completed
- Set a reminder in iOS Reminders to follow up whenever a Docusign envelope is completed
1 - When a Google Form is completed, send the respondent a Docusign signature request
- When a Zoom call ends, create a signature request in DocuSign
- Send emails from Gmail when new DocuSign envelopes are completed
1 - Add Google Sheets rows for new completed DocuSign envelopes 2
- Create DocuSign signature requests from new responses in Google Forms
Useful DocuSign and Dropbox integrations
Triggers (If this)
New file in your folderThis Trigger fires every time any file is saved in the folder you specify. NOTE: will process up to 15 files per polling period.- Envelope sentThis trigger fires when an envelope is sent.
- Any new shared file linkThis trigger fires every time a shared link for a file is created. Note: doesn't include folders.
- Envelope completedThis trigger fires when an envelope is completed.
- New text file in your folderThis Trigger fires every time any text file is saved in the folder you specify. NOTE: will process up to 15 files per polling period.
- New photo in your folderThis Trigger fires every time a photo is saved in the folder you specify. NOTE: will process up to 15 photos per polling period.
Queries (With)
- History of photos in your folderThis query returns a list of every time a photo is saved in the folder you specify. NOTE: will process up to 15 photos per polling period.
- History of files in your folderThis query returns a list of every time any file is saved in the folder you specify. NOTE: will process up to 15 files per polling period.
- History of text files in your folderThis query returns a list of every time any text file is saved in the folder you specify. NOTE: will process up to 15 files per polling period.
- Find file by nameThis query returns a list of files searched by name you specify.
- File metadataThis query returns the metadata of a file.
- List shared file linksThis query returns all shared file links. Note: doesn't include folders.
Actions (Then that)
- Revoke shared linkThis action will revoke the direct link to the file. Note: the file may still be accessible if there are shared links leading to any of the file parent folders.
- Create signature requestThis action will create a new signature request from a template.
- Add file from URLThis Action will download a file at a given URL and add it to Dropbox at the path you specify. NOTE: 30 MB file size limit.
- Move file or folderThis action will move a file or a folder to new location.
- Create a text fileThis Action will create a new text file at the path you specify.
- Append to a text fileThis Action will append to a text file as determined by the file name and folder path you specify. Once a file’s size reaches 2MB a new file will be created.
DocuSign and Dropbox resources
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