Docusign + LeadConnector

Create tasks in LeadConnector for new DocuSign folders

Stay organized and efficient by integrating DocuSign with LeadConnector through this workflow. When a new folder is created in DocuSign, a task will be added in LeadConnector, ensuring that your essential documents are connected to relevant tasks in your sales process. This automation streamlines your work, keeps your team informed, and enhances document management and task tracking.

Stay organized and efficient by integrating DocuSign with LeadConnector through this workflow. When a new folder is created in DocuSign, a task will be added in LeadConnector, ensuring that your essential documents are connected to relevant tasks in your sales process. This automation streamlines your work, keeps your team informed, and enhances document management and task tracking.

  1. When this happens...
    DocusignDocusign
    New Folder

    Triggers when a new folder is created.

    TriggerScheduled
  2. automatically do this!
    LeadConnectorLeadConnector
    Add Task

    Adds a task to the account.

    ActionWrite
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Supported triggers and actions

    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • TemplateRequired

    • Email Subject

    • Email Blurb

    • Recipient Email

    • Recipient Name

    • Recipient Role

    Action
    Write
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • 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

    Action
    Write
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

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  • Signatures

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leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

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