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Docusign + Pipefy

Create DocuSign signature requests for moved Pipefy cards

Streamline your document approval process with this Pipefy and DocuSign automation. Whenever a card is moved within Pipefy, a new signature request will be created in DocuSign. No more manual transfers between platforms—you'll save time and ensure every document is handled efficiently and accurately.

Streamline your document approval process with this Pipefy and DocuSign automation. Whenever a card is moved within Pipefy, a new signature request will be created in DocuSign. No more manual transfers between platforms—you'll save time and ensure every document is handled efficiently and accurately.

  1. When this happens...
    PipefyPipefy
    Moved Card

    Triggers when a card is moved.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Document

    Sends a envelope signature request using a document.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • PipeRequired

    Trigger
    Instant
    Try It
    • PipeRequired

    Trigger
    Instant
    Try It
    • PipeRequired

    Trigger
    Instant
    Try It
    • PipeRequired

    Trigger
    Instant
    Try It
    • PipeRequired

    Trigger
    Instant
    Try It
    • Table

    Trigger
    Instant
    Try It
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About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Related categories

  • Signatures

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About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

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