Digify + LeadConnector

Digify + LeadConnector integrations

Update Digify guests when pipeline stages change in LeadConnector

When a lead changes status in LeadConnector, invite them to a data room in Digify immediately. This streamlined workflow ensures you quickly engage your leads at the right stage, fostering timely communication and increasing the chances of successful conversions. Now, you can be assured that your potential leads will have access to relevant materials just when they need them the most.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Add Guest to Data RoomAdd a Guest to Data Room
ActionWrite

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More things you can do with LeadConnector and Digify

Discover other triggers and actions you can use with LeadConnector and Digify

- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Data Room
  Required
Trigger
Instant
Try It
- Data Room
  Required
- Search File by Keyword
- File
  Required
Trigger
Instant
Try It

New File Download for Sent Files
Triggered when your sent file is downloaded in Document Security
Trigger
Instant
Try It
New File View for Sent Files
Triggered when your sent file is viewed in Document Security
Trigger
Instant
Try It

- Data Room
  Required
- Search Parent Folder by Keyword
- Parent Folder
- File Name
  Required
- File URL
  Required
- Send Email Notifications to Guests
Action
Write
- File
  Required
- Recipient Email
  Required
Action
Write
- Data Room Name
  Required
- Access
  Required
- Additional Email Verification
- Default Guest Permission
- Terms of Access
- Data Room Expiry
- Watermark
- Screen Shield
- New File Notifications
- File Index
- Hide Guest List
Action
Write
- Data Room
  Required
- Guest Email
  Required
Action
Write
- File/Folder
  Required
Action
Write
- File Name
  Required
- File
  Required
- Access
- Download Permission
- Watermark
- Screen Shield
- Expiry
- Term of Access
Action
Write
- File/Folder
  Required
- Guest Group
  Required
- Permission
  Required
- Screen Shield
- Apply to Nested Items
Action
Write

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write
- Data Room
  Required
- Search File by Keyword
- File
  Required
Trigger
Instant
Try It
- Data Room
  Required
- Search File by Keyword
- File
  Required
Trigger
Instant
Try It
New File Print for Sent Files
Triggered when your sent file is printed in Document Security
Trigger
Instant
Try It
- Data Room
  Required
- Guest Group
  Required
- Guest Email
  Required
Action
Write
- Data Room
  Required
- Search Parent Folder by Keyword
- Parent Folder
- New Folder Name
  Required
Action
Write
- Data Room
  Required
- Guest Email
  Required
- Permission
- Guest Access Expiry
Action
Write
- Data Room
  Required
- Guest Group Name
  Required
- Permission
  Required
- Group Access Expiry
Action
Write
- File GUID
  Required
Action
Write
- Data Room
  Required
- Search File by Keyword
- File to be Replaced
  Required
- File URL
  Required
- Full File Name
  Required
- Comments of New File Version
- Send Email Notification to Guests
Action
Write
- Data Room
  Required
- Select Group
  Required
- New Guest Group Name
  Required
- New Group Permission
  Required
- New Group Expiry Date
Action
Write
- File/Folder
  Required
- Guest Email
  Required
- Permission
  Required
- Screen Shield
- Apply to Nested Items
Action
Write

About Digify

Digify is a document security platform for businesses to share, manage and track confidential documents.

HelpHelp

Related categories

Documents

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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