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Set up your first integration

Quickly connect LeadSimple to Docusign with a Zapier template.

Our most popular template

Create DocuSign signature requests and update leads for newly-completed LeadSimple tasks
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LeadSimple + Filter by Zapier + Docusign
Create DocuSign signature requests and update leads for new completed LeadSimple tasks
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LeadSimple + Docusign
Send DocuSign envelopes using templates when tasks are completed in LeadSimple
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LeadSimple + Docusign

Create DocuSign signature requests and update leads for newly-completed LeadSimple tasks

LeadSimple + Filter by Zapier + Docusign

Create DocuSign signature requests and update leads for new completed LeadSimple tasks

LeadSimple + Docusign

Send DocuSign envelopes using templates when tasks are completed in LeadSimple

LeadSimple + Docusign

How Zapier works

Zapier makes it easy to integrate LeadSimple with Docusign - no code necessary. See how you can get setup in minutes.

Select a trigger from LeadSimple

A trigger is an event that starts your Zap and runs the workflow. For example, with LeadSimple, a trigger could be "Call Completed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Docusign

An action is what takes place after the automation is triggered. For example, with Docusign, the action could be "Send Envelope Using Document."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected LeadSimple to Docusign

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your LeadSimple to Docusign integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect LeadSimple and Docusign to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Call Completed
Triggers when a new call is completed.
Trigger
Instant
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Lead Changes Stage
Triggers when a lead changes stages.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Lead Is Reassigned
Triggers when a lead is reassigned.
Trigger
Instant
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Outbound Conversation Created
Triggers when an outbound conversation is created.
Trigger
Instant
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Process Changes Tags
Triggers when a process changes tags.
Trigger
Instant
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Process Reassigned
Triggers when a process is reassigned.
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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- Name
- Comments
- Pipeline
  Required
- Stage
  Required
- Source
- Assignee
- Tags
- Created At
- Closed At
- Cost
- Value
- Num Units
- Full Name
- Email Addresses
- Company Name
- Mobile Phone Number
- Office Phone
- Home Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Street Address
- City
- State
- Zip Code
- Property Type
- Bathrooms
- Bedrooms
- Occupancy
- Square Feet
- Estimated Rent
- Lease start date
- Lease end date
Action
Write
- Name
- Comments
- Process Type
  Required
- Stage
  Required
- User
- Tags
- Due At
- Property
- Unit
Action
Write
- Conversation
  Required
- Tag
  Required
Action
Write
- Conversation
  Required
- Assignee
- Status
- Snooze Expiration
Action
Write
- Process Type
  Required
- Process
  Required
- Name
- Comments
- Tags
- Stage
  Required
- User
Action
Write
- Property
  Required
- Unit
  Required
- Unit Number
- Bedrooms
- Bathrooms
- Occupancy
- Square Feet
- Estimated Rent
- Delinquent Rent
- Lease start date
- Lease end date
- Tags
Action
Write
- Pipeline
  Required
- Search
  Required
Action
Search
- Search
  Required
Action
Search
- Search
  Required
Action
Search
- Process
  Required
Action
Search
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
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- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Lead Changes Pipeline
Triggers when a lead changes pipelines.
Trigger
Instant
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Lead Changes Tags
Triggers when a lead's tags change.
Trigger
Instant
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Lead Opens Email
Triggers when a lead opens email.
Trigger
Instant
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Inbound Conversation Created
Triggers when an inbound conversation is created.
Trigger
Instant
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Process Changes Stage
Triggers when a process changes stages.
Trigger
Instant
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Process Created
Triggers when a new process is created.
Trigger
Instant
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Task Completed
Triggers when a task is completed.
Trigger
Instant
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- From Number
  Required
- To Number
  Required
- Call Duration (in seconds)
- Call Recording URL
- Description
- Outcome
- Created At
Action
Write
- Lead
  Required
- Description
- Created At
Action
Write
- Lead
  Required
- Description
- Created At
Action
Write
- Contact
  Required
- First Name
- Last Name
- Company/Secondary Name
- Email Addresses
- Mobile Phone Number
- Home Phone
- Office Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Tags
Action
Write
- Pipeline
  Required
- Lead
  Required
- Name
- Comments
- Tags
- Stage
  Required
- User
- Num Units
- Contact IDs
- Property
- Unit
Action
Write
- Property
  Required
- Property Type
- Street Address
- City
- State
- Zip Code
- Tags
Action
Write
- Search
  Required
Action
Search
- Process Type
  Required
- Search
  Required
Action
Search
- Property
  Required
- Search
  Required
Action
Search
- Lead
  Required
Action
Search
- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
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- Brand ID
- Email Subject
- Email Body
Action
Write
- Apply template ID?
- Email Subject
- Email Body
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write

Learn how to automate LeadSimple on the Zapier blog

Learn how to automate Docusign on the Zapier blog

About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Docusign

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

Learn more Help

Related categories

Signatures

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