Docusign + LeadConnector
Respond to updated stages in LeadConnector by creating signature requests in Docusign
Streamline your document signing process with this handy workflow. Whenever a lead's pipeline stage changes in LeadConnector, it initiates the creation of a signature request in Docusign. This efficient automation ensures no time is lost waiting for essential documents, enhancing your lead management while freeing you up to focus on more strategic tasks.
Streamline your document signing process with this handy workflow. Whenever a lead's pipeline stage changes in LeadConnector, it initiates the creation of a signature request in Docusign. This efficient automation ensures no time is lost waiting for essential documents, enhancing your lead management while freeing you up to focus on more strategic tasks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Signature Request
Creates a signature request.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Status
Add certificate of completion?
Download form data?
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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
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New Folder
Triggers when a new folder is created.
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