Docusign + Intaker

Create Docusign signature requests when lead statuses are updated in Intaker

Stay ahead of your paperwork with this seamless workflow. When a lead status changes in Intaker, it instantly prompts a signature request creation in Docusign. This automation not only simplifies your signing process but also ensures timely responses to important business leads. Handle your digital documentation efficiently and keep your focus where it’s needed - on your new leads.

Stay ahead of your paperwork with this seamless workflow. When a lead status changes in Intaker, it instantly prompts a signature request creation in Docusign. This automation not only simplifies your signing process but also ensures timely responses to important business leads. Handle your digital documentation efficiently and keep your focus where it’s needed - on your new leads.

  1. When this happens...
    IntakerIntaker
    Lead Status Changed

    Triggers when lead status on the dashboard changes

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Create Signature Request

    Creates a signature request.

    ActionWrite
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Supported triggers and actions

    • Organization NameRequired

    • Bot Name

    • Prompt Name

    Trigger
    Polling
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    • orgIdRequired

    • Lead Status Changed ToRequired

    • Lead Status Changed From

    • Filter

    Trigger
    Instant
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Related categories

  • Signatures

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intaker logo
intaker logo

About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

Related categories

  • Dashboards