DocuSeal + LeadConnector

DocuSeal + LeadConnector integrations

Add new DocuSeal submissions to LeadConnector as updated contacts

Effortlessly manage your leads in LeadConnector whenever a submission is completed in DocuSeal. This workflow quickly updates or adds new contacts in LeadConnector, ensuring that all information is current and easily accessible. It's an efficient way to maintain your contact database, saving you time and enhancing your customer management process.

When this happens...
Submission CompletedTriggers when a submission is completed by all parties. This means that all parties have signed the document.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with DocuSeal and LeadConnector

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

Signing Form Completed
Triggers when a signing form is completed.
Trigger
Instant
Try It
- Submission Name
- Variables
- Send Email
- Send SMS
- Select number of documents
  Required
- Select number of signers
  Required
- Email Subject
- Email Body
- Template IDs
- Signers Order
- BCC Email Address
- Reply To Email Address
- Redirect URL
- Expire At
- Merge Documents
Action
Write
- Submission Name
- Send Email
- Send SMS
- Select number of documents
  Required
- Select number of signers
  Required
- Email Subject
- Email Body
- Template IDs
- Signers Order
- BCC Email Address
- Reply To Email Address
- Redirect URL
- Expire At
- Flatten
- Merge Documents
- Remove Tags
Action
Write
- 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

Submission Completed
Triggers when a submission is completed by all parties. This means that all parties have signed the document.
Trigger
Instant
Try It
- Submission Name
- Send Email
- Send SMS
- Select number of documents
  Required
- Select number of signers
  Required
- Email Subject
- Email Body
- Template IDs
- Signers Order
- BCC Email Address
- Reply To Email Address
- Redirect URL
- Expire At
- Merge Documents
Action
Write
- Template
  Required
- Send Email
- Send SMS
- Email Subject
- Email Body
- Submitters Order
- BCC Email Address
- Reply To Email Address
- Redirect URL
- Expire At
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

About DocuSeal

DocuSeal is an open-source platform for electronic document signing and management, offering secure, legally compliant digital transactions.

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Related categories

Signatures

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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