Legislate integration with Pipedrive
How to Update Pipedrive deals for new Legislate contracts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Update Pipedrive deals for new Legislate contracts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Legislate integrations
Legislate actions
Nekton can use any feature that is available in Legislate API.
Using our advanced AI, you can easily create custom automations for Legislate.
Here are some typical actions you can do in your automated workflows.
About to Expire Contracts
Triggers when a contract is about to expire.
Completed Contract
Triggers when a contract is signed by all parties.
Signed Contracts
Triggers when a new signature is made in a contract.
About to Start Contracts
Triggers when a contract is about to start.
Create Contract
Triggers when there's a new contact.
About Legislate
Legislate is a contract management platform built for non-lawyers. Create and electronically sign all your agreements from one place.