How to connect DocuSign + Gravity Forms + Teamleader Focus
Zapier lets you send info between DocuSign, Gravity Forms, and Teamleader Focus automatically—no code required.
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Do even more with DocuSign + Gravity Forms + Teamleader Focus
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with DocuSign, Gravity Forms, and Teamleader Focus. And don’t forget that you can add more apps and actions to create complex workflows.
- Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.Trigger
- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
- Form SubmissionTriggers when the specified form is submitted.Trigger
- Create EntryCreates a new form entry.Action
- Submit FormCreates an entry and fires all events associated with a form submission such as notifications and add-on feeds.Action
- New DealTriggers when a new deal is created.Trigger
- New CompanyTriggers when a new Company is added.Trigger
- Teamleader Focus
Triggers when a new contact is added.
Instant
Trigger
- Teamleader Focus
Triggers when an invoice is paid.
Instant
Trigger
- Teamleader Focus
Triggers when a deal is accepted.
Instant
Trigger
- Teamleader Focus
Creates a new company.
Scheduled
Action
- Teamleader Focus
Creates a new contact.
Scheduled
Action
- Teamleader Focus
Creates a new deal.
Scheduled
Action
- Teamleader Focus
Links a contact to a company.
Scheduled
Action
- Teamleader Focus
Finds a company by Id.
Scheduled
Action
- Teamleader Focus
Finds a contact by Id.
Scheduled
Action
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How DocuSign + Gravity Forms + Teamleader Focus Integrations Work
- Step 1: Authenticate DocuSign, Gravity Forms, and Teamleader Focus.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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