Send envelopes using templates in DocuSign for new leads in Facebook Lead Ads
Easily streamline your document signing process with this workflow. Once you receive a new lead in Facebook Lead Ads, it sends an envelope using a template in DocuSign, making your procurement process more efficient and seamless. No need to manually transfer leads to DocuSign - this workflow saves you time, letting you focus on nurturing your new leads.
Easily streamline your document signing process with this workflow. Once you receive a new lead in Facebook Lead Ads, it sends an envelope using a template in DocuSign, making your procurement process more efficient and seamless. No need to manually transfer leads to DocuSign - this workflow saves you time, letting you focus on nurturing your new leads.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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PageRequired
Form
Try ItNew Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
Status
Add certificate of completion?
Download form data?
Try ItDocumentRequired
Apply template ID?
Email Subject
Email Body
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body