How to Update Pipedrive Deals When SignWell Documents are Completed Using Pabbly Connect

Learn how to update Pipedrive deals automatically when SignWell documents are completed using Pabbly Connect. Step-by-step tutorial with detailed instructions. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To begin, access Pabbly Connect and sign in to your account. This platform is essential for automating the process of updating Pipedrive deals when SignWell documents are completed. Once logged in, click on the ‘Create Workflow’ button located on the right side of the dashboard.

Next, name your workflow, for example, ‘Update Pipedrive Deals When SignWell Document is Completed’. After naming your workflow, click on the ‘Create’ button. This will set up a blank workflow where you can define the trigger and action for your automation.

2. Selecting the Trigger Application in Pabbly Connect

In this step, you will select the trigger application, which is SignWell. This is where the event will occur that initiates the workflow. Click on the trigger application option and choose SignWell from the list. The event you want to capture is ‘Event Capture’.

• Select SignWell as the application.
• Choose the ‘Event Capture’ as the event type.
• Connect your SignWell account using the API key and domain.

After connecting your SignWell account, click on ‘Save’ and then ‘Test Request’ to ensure the connection is successful. This step is crucial as it allows Pabbly Connect to listen for events from SignWell.

3. Creating a SignWell Document to Trigger the Workflow

Now that the trigger is set up, create a document in SignWell that needs to be signed. Click on ‘Create Document’ in your SignWell account and choose to upload a document. Select the file you want to use and give it a name.

• Upload the document file to SignWell.
• Fill in the recipient’s name and email address.
• Send the document for signing.

Once the document is sent, Pabbly Connect will capture the event when the document is signed. Ensure to follow the instructions in SignWell to complete the signing process.

4. Setting Up the Action to Update Pipedrive in Pabbly Connect

After the document is signed, it’s time to set up the action in Pabbly Connect to update the Pipedrive deal. Choose Pipedrive as your action application and select the action event ‘Update Deal’. This ensures that the deal in Pipedrive is updated based on the signed document.

Connect your Pipedrive account by providing the necessary API token. Once connected, map the fields from the previous steps to ensure the correct deal is updated. This includes the deal ID, title, status, and any other relevant information.

5. Finalizing the Integration in Pabbly Connect

To finalize the integration, review all the mapped fields to ensure accuracy. Once confirmed, click on ‘Save and Send Test Request’. This will execute the workflow and update the deal in Pipedrive.

If successful, you will receive a confirmation response indicating that the deal has been updated. This process streamlines the workflow by automatically updating Pipedrive deals whenever a document in SignWell is signed and completed.

Using Pabbly Connect, you can automate this process efficiently, saving time and reducing errors in your workflow.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to update Pipedrive deals automatically when SignWell documents are completed. This integration simplifies the workflow and enhances productivity by automating repetitive tasks.