Problem It Solves

Many businesses rely on someone to manually track signed contracts and then notify operations or billing to proceed. This manual process often leads to missed contract kickoffs, slow invoicing, and customer frustration. By automating the moment a DocuSign envelope is completed—turning it into a clear task in Pipeline—you eliminate delays, reduce errors, and ensure every signed agreement triggers the right internal action.

Process Overview

1. A recipient completes and signs a DocuSign envelope.

2. Zapier detects the “Completed Envelope” event in DocuSign.

3. Zapier creates an “ask” in Pipeline—a simple task card with contract details (Client Name, Contract ID, Date Signed).

4. The assigned team member receives an email or Slack notification about the new ask.

5. Ops or billing sees the ask in their Pipeline view and moves it through stages (e.g., “To Invoice” → “Invoiced”).

6. If there’s a cancellation or correction in DocuSign, a follow-up Zap can update or remove the ask in Pipeline.

Key Features & Capabilities

• Instant Task Creation
  Every completed DocuSign contract automatically becomes a Pipeline “ask”—no manual entry required.

• Clear Field Mapping
  Map DocuSign fields (Client Name, Contract ID, Date Signed) directly into Pipeline’s ask fields so essential details aren’t lost.

• Real-Time Notifications
  Send an email or Slack alert to the assigned ops or billing rep as soon as a contract is signed.

• Automatic Updates
  If a signed envelope is voided or corrected, Zapier can update or archive the existing ask so your Pipeline stays accurate.

• No Technical Jargon
  An “ask” in Pipeline is simply a task card or reminder—like a sticky note—making it easy for anyone on the team to understand and act on.

Typical Use Cases

• Professional Services Firm
  As soon as a client signs an engagement letter in DocuSign, a task appears in Pipeline labeled “Execute Project Kickoff,” ensuring the project manager is alerted immediately and can schedule the first meeting.

• Software Vendor
  When a software license agreement is signed, this Zap creates an ask called “Send Invoice to Client” in Pipeline. The billing team sees it at a glance and issues the invoice on time, reducing payment delays.

Prerequisites & Client Responsibilities

• DocuSign Account
  Ensure you have a DocuSign plan that allows Zapier integration and access to the “Completed Envelope” webhook.

• Pipeline CRM Access
  Confirm you use Pipeline and can create or modify “asks” (task cards) in your workspace.

• API Credentials
  Provide your DocuSign API key and Pipeline API token so Zapier can connect and create tasks on your behalf.

• Field Definitions
  Decide which DocuSign fields (e.g., Client Name, Contract ID, Signed Date) should map into Pipeline’s ask fields.

• Team Permissions
  Identify who on your team needs “Viewer” access (to see incoming asks) vs “Editor” access (to tweak field mappings or Zap logic).

Pricing

• One-Time Setup: $300
  (Configure the DocuSign trigger, build and test the “Create Ask” Zap, and confirm field mapping.)

• Monthly Support: $70/month
  (Ongoing Zap monitoring, updates if DocuSign or Pipeline fields change, and general troubleshooting.)