Docusign + FLG
Change lead status in FLG and send envelope using template in DocuSign
This workflow comes into action when there's a change in lead status in the FLG app, ensuing in the delivery of an envelope using a template in the DocuSign app. It streamlines the process, ensuring that essential documents are sent out in an efficient manner without missing out any lead status changes. With this automation solution, you can maintain consistency, save time and reduce manual efforts.
This workflow comes into action when there's a change in lead status in the FLG app, ensuing in the delivery of an envelope using a template in the DocuSign app. It streamlines the process, ensuring that essential documents are sent out in an efficient manner without missing out any lead status changes. With this automation solution, you can maintain consistency, save time and reduce manual efforts.
- When this happens...Lead Status Changed
Triggers when a lead's status is changed.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Try ItMetadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
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Metadata Field: Lead GroupRequired
Metadata Field: ReferenceRequired
Metadata Field: Lead Type
Metadata Field: Status
Status
Add certificate of completion?
Download form data?
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Metadata Field: Reference
Standard Field: First Name
Standard Field: Last Name
Metadata Field: Company Name
Standard Field: Email
Standard Field: Telephone No.
Standard Field: Address Line 1
Standard Field: Postcode
Metadata Field: Date Created - Start.
Metadata Field: Date Created - End.
New Folder
Triggers when a new folder is created.
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