Integrations used
Time saving
4 min
Action
Create
description
This Playbook will create or update an existing HubSpot contact when a DocuSign envelope is completed. It will also add the DocuSign envelope details to the contact’s additional data.
Saves at least
4 min
Create
or update HubSpot contacts when a Docusign envelope is completed
playbook Template
Create or update HubSpot contacts when a Docusign envelope is completed
This Playbook will create or update an existing HubSpot contact when a DocuSign envelope is completed. It will also add the DocuSign envelope details to the contact’s additional data.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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This playbook has been deprecated.
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How does this automation work?
When the status of envelope changes in Docusign
Trigger
Split full name
Action
Get a person's data from email address
Action
Create HubSpot Contact
Action
How to run the playbook
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FAQs
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You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
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Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Meetings: Is there a playbook to record and summarize meetings?
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
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Please follow the following steps to edit an action in a Playbook or Autobook.
Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.