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Docusign + FLG

Docusign + FLG

Docusign + FLG integrations

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.

  1. When this happens...
    Lead Status Changed
    Lead Status Changed
    Lead Status ChangedTriggers when a lead's status is changed.
  2. automatically do this!
    Send Envelope Using Template
    Send Envelope Using Template
    Send Envelope Using TemplateSends a envelope signature request using a template.
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More things you can do with FLG and Docusign

Discover other triggers and actions you can use with FLG and Docusign

    • Metadata Field: Lead Group
      Required
    • Metadata Field: Lead Type
    Trigger
    Instant
    Try It
    • Metadata Field: Lead Group
      Required
    • Metadata Field: Lead Type
    • Metadata Field: Status
    Trigger
    Instant
    Try It
    • Skip_test_msg
    • Metadata Field: Lead Group
      Required
    • Metadata Field: Reference
      Required
    • Metadata Field: Lead Type
    • Metadata Field: Status
    Action
    Write
  • Docusign triggers, actions, and search
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Metadata Field: Lead Group
      Required
    • Metadata Field: Lead Type
    • Metadata Field: Status
    Trigger
    Instant
    Try It
    • Skip_test_msg
    • Metadata Field: Lead Group
      Required
    • Metadata Field: Lead Type
    • Metadata Field: Status
    Action
    Write
    • 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.
    Action
    Search
  • Docusign triggers, actions, and search
    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
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About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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About FLG
A complete CRM platform focused on automated workflow to manage leads & control processes - nothing missed, no opportunity left behind.
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