Connect Docusign to Pipedrive

Create and send an envelope, or create a draft envelope. See the documentation here

Create a DocuSign envelope from a full envelope definition JSON payload. Use this for advanced cases such as multiple documents, multiple recipients, composite templates, custom tabs, or eventNotification webhooks. For a simpler single-document flow, use **Create Envelope From File**. See the documentation

Create and optionally send a single-document DocuSign envelope from a file path or URL. This action places a SignHere tab by anchor text, such as /sn1/, in the uploaded document. Set Client User ID when you need embedded signing, then use **Create Recipient View** with the same value. See the documentation

Create an embedded signing URL for a selected envelope recipient. The recipient must have been created with a clientUserId. See the documentation

Creates a signature request from a template See the docs here

Download the documents of an envelope to the /tmp directory. See the documentation here

Get details for a DocuSign envelope by ID. Use **List Envelopes** first if you need to find an envelope ID. See the documentation

List the DocuSign accounts available to the connected user. Use this to find the **Account** ID required by other actions when the connected user belongs to more than one account. See the documentation

List documents in a DocuSign envelope. Use this to find document IDs before downloading a specific document. See the documentation

Search for DocuSign envelopes by date, status, email, text, or folder filters. Use this to find envelope IDs for **Get Envelope**, **List Recipients**, **List Documents**, **Send Envelope**, **Void Envelope**, or **Create Recipient View**. See the documentation

List recipients and recipient status for a DocuSign envelope. Use Include Tabs when you need each recipient's tab values and placement. See the documentation

Send an existing draft DocuSign envelope by updating its status to sent. Use this after **Create Envelope** or **Create Envelope From File**, or any workflow that creates an envelope with status created. See the documentation

Void a DocuSign envelope that is still in process. Voiding cancels the envelope and prevents recipients from completing it. See the documentation

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Adds a new deal. See the Pipedrive API docs for Deals here

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Create a new lead in Pipedrive. See the documentation

Adds a new note. For info on adding an note in Pipedrive

Adds a new organization. See the Pipedrive API docs for Organizations here

Adds a new person. See the Pipedrive API docs for People here

Get all leads from Pipedrive. See the documentation

Get a deal by its ID. See the documentation

Get a lead by its ID. See the documentation

Get details of a person by their ID. See the documentation

List deals in your Pipedrive account. See the documentation

Retrieves available options for the Lead Label IDs field.

Retrieves available options for the Organization Label IDs field.

Retrieves available options for the Person Label IDs field.

Retrieves available options for the User ID field.

Merge two deals in Pipedrive. See the documentation

Merge two persons in Pipedrive. See the documentation

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search for leads by name or email. See the documentation

Search for notes in Pipedrive. See the documentation

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Updates the properties of a deal. See the Pipedrive API docs for Deals here