Hello Pipefy Community,
This week we will share with you the integration of Pipefy with Docusign. This recipe has the purpose of sending a contract that is attached in Pipefy to be signed through Docusign. There is also a recipe for when the contract is signed in docusign, upload it to Pipefy. The recipes contain the following steps:
Trigger - When a card is updated in Pipefy
1st Action - Search the card's content
2nd Action - Send the contract through Docusign
3rd Action - Store the Pipefy card ID and contract ID in a workato table
Trigger - When the contract is finalized in Docusign
1st Action - List the document in Docusign
2nd Action - Download the document
3rd Action - Allocate the file space inside Pipefy
4th Action - Upload the file to the Pipefy server
5th Action - Upload the file in the desired field in Pipefy
Most common use case: Contracts in the sales process, Contract management, Legal department Requests, purchasing process (Supplier Contract), etc.
Click here to access the first recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.
Click here to access the second recipe. You can clone it to your organization and follow the step-by-step configuration provided in this video.
There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!