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Bardeen Enrichment
Docusign
GoHighLevel
playbook Template

Create or update opportunities in GoHighLevel when an envelope is completed in Docusign

This Playbook will create or update an existing GoHighLevel contact and company when a DocuSign envelope is completed. It will then create an opportunity in GoHighLevel associated with the contact, and add the DocuSign information to the additional information section.

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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 or update a contact in GoHighLevel
Action
Create or update an opportunity in GoHighLevel
Action
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Available actions & triggers

Apps:
Create or update opportunities in GoHighLevel when an envelope is completed in Docusign
Create or update opportunities in GoHighLevel when an envelope is completed in Docusign
Create or update opportunities in GoHighLevel when an envelope is completed in Docusign
Types:
Both
Actions
Triggers
Get a person's data from email address
Get a person's data from email address
Action
Find a person’s email address by name
Find a person’s email address by name
Action
Delete a contact in GoHighLevel
Delete a contact in GoHighLevel
Action
Find a person’s email address by social
Find a person’s email address by social
Action
Find profiles
Find profiles
Action
Create or update a contact in GoHighLevel
Create or update a contact in GoHighLevel
Action
Get company info from domain
Get company info from domain
Action
Delete an opportunity in GoHighLevel
Delete an opportunity in GoHighLevel
Action
When the status of envelope changes in Docusign
When the status of envelope changes in Docusign
Trigger
Send an envelope in Docusign
Send an envelope in Docusign
Action
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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

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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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?

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Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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