LeadConnector + SignRequest
Send SignRequest in SignRequest when updated stages in LeadConnector change pipeline stage
Streamline your document signing process with this dynamic integration between LeadConnector and SignRequest. Once a pipeline stage changes in LeadConnector, this workflow sets off a SignRequest to be sent instantly. This not only aids in swiftly moving leads through the pipeline but also eliminates the need for manual progress checks and document sending, enhancing efficiency within your sales workflow.
Streamline your document signing process with this dynamic integration between LeadConnector and SignRequest. Once a pipeline stage changes in LeadConnector, this workflow sets off a SignRequest to be sent instantly. This not only aids in swiftly moving leads through the pipeline but also eliminates the need for manual progress checks and document sending, enhancing efficiency within your sales workflow.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send SignRequest
Creates and sends a new SignRequest.
- Free forever for core features
- 14 day trial for premium features & apps
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
Team
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
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
Team
Try It
