Docusign + LeadConnector
Create or update LeadConnector contacts from completed DocuSign envelopes
Effortlessly maintain your contact list in LeadConnector with this seamless workflow. When an envelope is sent or completed in DocuSign, a new contact or update an existing one will be added in LeadConnector. This automation ensures your contacts are always up-to-date, helping you manage leads more efficiently and saving time on manual data entry.
Effortlessly maintain your contact list in LeadConnector with this seamless workflow. When an envelope is sent or completed in DocuSign, a new contact or update an existing one will be added in LeadConnector. This automation ensures your contacts are always up-to-date, helping you manage leads more efficiently and saving time on manual data entry.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Status
Add certificate of completion?
Download form data?
Try ItBrand ID
Email Subject
Email Body
TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
In PipelineRequired
Moved to Stage
Try It
New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Brand ID
Email Subject
Email Body
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
