What do you want to automate
with Docusign and Agile CRM?
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Popular Ways to Connect Docusign with Agile CRM#
Popular Docusign and Agile CRM Triggers#
Popular Docusign and Agile CRM Actions#
Create and send an envelope, or create a draft envelope. See the documentation here
Used to change the score of a contact. See the documentation
Creates a signature request from a template See the docs here
Adds a tag or tags to an existing contact. See the documentation
Download the documents of an envelope to the /tmp directory. See the documentation here
Overview of Docusign#
The DocuSign API enables you to integrate electronic signature workflows into your applications, automate the process of sending and receiving documents for signatures, and securely manage related data. Leveraging Pipedream's platform, you can build powerful automations that streamline how contracts and agreements are handled, enhance compliance, and improve overall efficiency.
Connect Docusign#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docusign: {
type: "app",
app: "docusign",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://account.docusign.com/oauth/userinfo`,
headers: {
Authorization: `Bearer ${this.docusign.$auth.oauth_access_token}`,
},
})
},
})
Overview of Agile CRM#
The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.
Connect Agile CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
agile_crm: {
type: "app",
app: "agile_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.agile_crm.$auth.domain}.agilecrm.com/dev/api/contacts`,
auth: {
username: `${this.agile_crm.$auth.username}`,
password: `${this.agile_crm.$auth.api_key}`,
},
})
},
})
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