Connect Pipedrive to eSignatures

Both apps 44Pipedrive 29eSignatures 15

• Trigger
  New Activity

  Triggers when a new activity is created (polling).

• Trigger
  New Deal

  Triggers when a new deal is created (polling).

• Trigger
  New Organization

  Triggers when a new organization is added (polling).

• Trigger
  New Person

  Triggers when a new person (contact) is added (polling).

• Trigger
  New Person (with Custom Fields and Labels)

  Triggered when a new person (contact) is added. Includes custom fields and labels.

• Action
  Create Activity

  Creates a new activity (call, meeting, task, etc.).

• Action
  Create Deal

  Adds a new deal to Pipedrive. Returns the created deal.

• Action
  Create Lead

  Creates a new lead. Returns the created lead.

• Action
  Create Note

  Adds a new note to a deal, person, or organization.

• Action
  Create Organization

  Adds a new organization. Returns the created organization.

• Action
  Create Person

  Adds a new person (contact). Returns the created person.

• Action
  Delete Activity

  Marks an activity as deleted.

• Action
  Delete Deal

  Marks a deal as deleted.

• Action
  Delete Organization

  Marks an organization as deleted.

• Action
  Delete Person

  Marks a person as deleted.

• Action
  Get Deal

  Returns the deal with the given ID.

• Action
  Get Organization

  Returns the organization with the given ID.

• Action
  Get Person

  Returns the person with the given ID.

• Action
  Get related deals for person

  Returns deals having the specified status that are related to the specified person.

• Action
  Get stage ID by stage name

  Returns the stage id if the stage name exists.

• Action
  Merge organizations

  Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.

• Action
  Merge persons

  Merges two person accounts. Info from the person record to discard is merged into the person record to keep.

• Action
  Search Deals

  Searches deals by term. Returns matching deals.

• Action
  Search Organizations

  Searches organizations by term. Returns matching organizations.

• Action
  Search Persons

  Searches persons by term (name, email, phone). Returns matching persons.

• Action
  Update Activity

  Updates an existing activity by ID.

• Action
  Update Deal

  Updates an existing deal by ID.

• Action
  Update Organization

  Updates an existing organization by ID.

• Action
  Update Person

  Updates an existing person by ID.

• Trigger
  Contract Signed

  Triggers when a contract is signed by all signers.

• Trigger
  Contract Withdrawn

  Fires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn".

• Trigger
  Signer Declined Signature

  Fires when a signer declines to sign the contract. Webhook event "Signer declined the signature".

• Trigger
  Signer Viewed Contract

  Fires when a signer opens/views the contract. Webhook event "Signer viewed the contract".

• Action
  Add Signer

  Add a new signer to an existing contract. POST /api/contracts/:id/signers (Contracts - Signers - Add).

• Action
  Add Template

  Create a new reusable contract template. POST /api/templates (Templates - New).

• Action
  Create Contract

  Creates a new contract.

• Action
  Delete Signer

  Remove a signer from a contract that has not yet signed. DELETE /api/contracts/:id/signers/:signer_id (Contracts - Signers - Delete).

• Action
  Delete Template

  Delete a contract template. DELETE /api/templates/:id (Templates - Delete).

• Action
  Get Contract

  Retrieve a contract's current status, signer states, and metadata. GET /api/contracts/:id (Contracts - Query).

• Action
  Get Template

  Retrieve a contract template's details. GET /api/templates/:id (Templates - Query).

• Action
  List Templates

  List all contract templates in the account. GET /api/templates (Templates - List).

• Action
  Send Contract Draft

  Send a previously created draft contract to its signers. POST /api/contracts/:id/send (Contracts - Send draft).

• Action
  Update Template

  Update an existing contract template's title or settings. PUT /api/templates/:id (Templates - Update).

• Action
  Withdraw Contract

  Withdraw (cancel) a contract that has been sent but not fully signed. POST /api/contracts/:id/withdraw (Contracts - Withdraw).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.