Docusign + LeadConnector
Update DocuSign app extensions when pipeline stages change in LeadConnector
Streamline your documentation process with this workflow. When a stage is updated in your LeadConnector pipeline, the information is immediately sent to your DocuSign app. This seamless process keeps your document signoff stages in sync with your most recent lead activity, simplifying your workflow and maximizing efficiency.
Streamline your documentation process with this workflow. When a stage is updated in your LeadConnector pipeline, the information is immediately sent to your DocuSign app. This seamless process keeps your document signoff stages in sync with your most recent lead activity, simplifying your workflow and maximizing efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Envelope Using Document
Sends an envelope signature request using a document.
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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
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
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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
Campaign IDRequired
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
Click Declined
Triggers when a recipient declined a clickwrap agreement.
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