Docusign + OptinMonster
Create DocuSign signature requests for new OptinMonster leads
Streamline your lead management process with this time-saving workflow. When a new lead is captured in OptinMonster, it will instantly create a signature request in DocuSign for them. This seamless integration helps you stay organized and ensures your leads receive important documents for signing without any manual intervention.
Streamline your lead management process with this time-saving workflow. When a new lead is captured in OptinMonster, it will instantly create a signature request in DocuSign for them. This seamless integration helps you stay organized and ensures your leads receive important documents for signing without any manual intervention.
- When this happens...New Lead
Triggers when a new lead is added to a campaign.
- automatically do this!Send Envelope Using Document
Sends an envelope signature request using a document.
- Free forever for core features
- 14 day trial for premium features & apps
CampaignRequired
Integration Display Name
Try ItNew 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
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
