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Bardeen Enrichment
Docusign
HubSpot
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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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
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How to run the playbook

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Available actions & triggers

Apps:
Create or update HubSpot contacts when a Docusign envelope is completed
Create or update HubSpot contacts when a Docusign envelope is completed
Create or update HubSpot contacts when a Docusign envelope is completed
Types:
Both
Actions
Triggers
Verify email address
Verify email address
Action
Get HubSpot Product
Get HubSpot Product
Action
Get HubSpot Deal
Get HubSpot Deal
Action
Delete HubSpot Contact
Delete HubSpot Contact
Action
When HubSpot Deal is created
When HubSpot Deal is created
Trigger
When a new Contact is created
When a new Contact is created
Trigger
Create note in HubSpot
Create note in HubSpot
Action
Get HubSpot Company
Get HubSpot Company
Action
Get company info from domain
Get company info from domain
Action
When HubSpot Deal is updated
When HubSpot Deal is updated
Trigger
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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.

Youtube: Can I download a Youtube video to my computer using Bardeen?

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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?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

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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.

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