Update deals in Pipedrive when envelopes are signed in DocuSign

First, we need to connect DocuSign and Pipedrive to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect DocuSign to Zapier.

  Give Zapier access to your DocuSign account, using DocuSign credentials.

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  Connect Pipedrive to Zapier.

  Give Zapier access to your Pipedrive account, using Pipedrive credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for DocuSign

  Choose the following trigger: Envelope Status Updated (Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.).

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  Then set up an Action for Pipedrive

  Choose this action: Find Deal (Finds a deal by any field.).

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  Then set up another Action for Pipedrive

  Choose this action: Update Deal (Updates an existing deal.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between DocuSign and Pipedrive.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Update deals in Pipedrive when envelopes are signed in DocuSign!