WEBVTT 1 00:00:00.000 --> 00:00:05.023 Hello, the purpose of this video is to explain how to integrate Pipefy and Docusign, so that when a card ... 2 00:00:05.023 --> 00:00:09.413 is updated in Pipefy with an attached file, the document is sent for signature in Docusign. 3 00:00:11.520 --> 00:00:15.753 First we have to create a connection to the Pipefy app and a connection to the Docusign app. 4 00:00:17.040 --> 00:00:22.534 On the home page, you must click on create connection and search for the Pipefy app. Following the instructions, a ... 5 00:00:22.534 --> 00:00:27.494 new connection will be created. The same process must be repeated to create the connection to Docusign. 6 00:00:28.160 --> 00:00:31.677 After the connection is created, you will have to add the connections in the recipe 7 00:00:31.720 --> 00:00:37.404 In the case of pipefy, you attach the connection the first time the application appears in the recipe, which in ... 8 00:00:37.404 --> 00:00:38.696 this case is the trigger. 9 00:00:40.000 --> 00:00:46.111 Starting the Recipe configuration, we first have to define the trigger, which in this case was when a specific field ... 10 00:00:46.111 --> 00:00:47.333 on the card was filled. 11 00:00:48.440 --> 00:00:55.619 Analyzing in detail how the trigger was configured, which in this case was an updated card, we first chose the ... 12 00:00:55.619 --> 00:01:00.362 Pipefy organization, and which pipe the integration will be configured in 13 00:01:00.560 --> 00:01:03.042 The first of them is the Get card by ID that serves to get all the information of that card ... 14 00:01:03.042 --> 00:01:03.704 that entered the trigger 15 00:01:04.080 --> 00:01:08.021 The first of them is the Get card by ID that serves to get all the information of that card ... 16 00:01:08.021 --> 00:01:09.072 that entered the trigger 17 00:01:11.040 --> 00:01:16.065 In the detail to configure this step, we have to select the organization and the pipe again and then get ... 18 00:01:16.065 --> 00:01:20.213 the ID of the card that entered the trigger using the datapills from the previous step 19 00:01:21.160 --> 00:01:26.048 The next action is to send the url of the desired file. For that, we need this file to be ... 20 00:01:26.048 --> 00:01:30.993 present in some field of the card to configure the action with the datapill of this field. 21 00:01:32.320 --> 00:01:37.987 Then, in case you later want to create a new recipe to download the signed file and link to pipefy, ... 22 00:01:37.987 --> 00:01:43.829 let's configure the action of linking the ID of this DocuSign request and the ID of the Pipefy card in ... 23 00:01:43.829 --> 00:01:50.190 a lookup table, which must be previously created with a column for each software. And then the recipe is ready! 24 00:01:53.080 --> 00:01:57.381 Thank you very much for your attention, any questions I am at your disposal