LeadConnector + SignNow
Create documents from templates and send role-based invites in SignNow when stages are updated in LeadConnector
Manage your leads efficiently and enhance document management with this integrated workflow. When a pipeline stage changes in LeadConnector, it will spur the creation of a document from a template, followed by a role-based invite in SignNow. Not only does this ensure that no lead gets overlooked, but also significantly reduces the work involved in handling documents, ultimately increasing your team's productivity.
Manage your leads efficiently and enhance document management with this integrated workflow. When a pipeline stage changes in LeadConnector, it will spur the creation of a document from a template, followed by a role-based invite in SignNow. Not only does this ensure that no lead gets overlooked, but also significantly reduces the work involved in handling documents, ultimately increasing your team's productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
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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
Template
Return PDF of DocumentRequired
Return Document HistoryRequired
Return ZIPRequired
Try It
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
Document Deleted
Triggers when a document has been deleted.
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