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Bardeen Enrichment
Docusign
HubSpot
playbook Template

Update a deal in HubSpot when an envelope is signed in Docusign

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

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
Create HubSpot Company
Action
Create HubSpot Deal
Action
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How to run the playbook

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Available actions & triggers

Apps:
Update a deal in HubSpot when an envelope is signed in Docusign
Update a deal in HubSpot when an envelope is signed in Docusign
Update a deal in HubSpot when an envelope is signed in Docusign
Types:
Both
Actions
Triggers
Delete HubSpot Contact
Delete HubSpot Contact
Action
Create task in HubSpot
Create task in HubSpot
Action
Create HubSpot Product
Create HubSpot Product
Action
When HubSpot Deal is created
When HubSpot Deal is created
Trigger
Create HubSpot Contact
Create HubSpot Contact
Action
Delete a task in HubSpot
Delete a task in HubSpot
Action
When HubSpot Deal is updated
When HubSpot Deal is updated
Trigger
Verify email address
Verify email address
Action
Get HubSpot Ticket
Get HubSpot Ticket
Action
Create HubSpot Deal
Create HubSpot Deal
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.

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?

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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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