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Create integrations between DocuSign and LeadConnector to automate any workflow

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WHEN THIS HAPPENS

Recipient Role Created

AUTOMATICALLY DO THIS

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Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly automate workflows with DocuSign and LeadConnector using Zapier's templates.

Our most popular template

Create or update opportunities in LeadConnector from completed DocuSign envelopes
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Create or update LeadConnector contacts from completed DocuSign envelopes
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Create DocuSign signature requests when LeadConnector pipeline stages change
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Create and update LeadConnector contacts from new DocuSign folders
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Create tasks in LeadConnector for new DocuSign folders
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Add completed DocuSign envelopes to LeadConnector campaign as new leads
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Create or update opportunities in LeadConnector from completed DocuSign envelopes

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Create or update LeadConnector contacts from completed DocuSign envelopes

Details

Try it

Create DocuSign signature requests when LeadConnector pipeline stages change

Details

Try it

Create and update LeadConnector contacts from new DocuSign folders

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Create tasks in LeadConnector for new DocuSign folders

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Add completed DocuSign envelopes to LeadConnector campaign as new leads

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Create opportunities in LeadConnector from new DocuSign folders
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Send envelopes using a template in DocuSign when pipeline stages are updated in LeadConnector
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Update DocuSign app extensions when pipeline stages change in LeadConnector
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Create opportunities in LeadConnector from new DocuSign folders

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Send envelopes using a template in DocuSign when pipeline stages are updated in LeadConnector

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Update DocuSign app extensions when pipeline stages change in LeadConnector

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How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Triggers and actions are the main components of every automated workflow.

Connect DocuSign and LeadConnector to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
Try It
- DocumentRequired
- Apply template ID?
- Email Subject
- Email Body
Action
Write
- Welcome
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write

- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Welcome
Action
Write

New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Email Subject
- Email Body
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Zapier's blog offers the low-down on automating LeadConnector

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 LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more Help

Related categories

Marketing Automation

Create your first workflow

Create or update opportunities in LeadConnector from completed DocuSign envelopes

Create or update LeadConnector contacts from completed DocuSign envelopes

Create DocuSign signature requests when LeadConnector pipeline stages change

Create and update LeadConnector contacts from new DocuSign folders

Create tasks in LeadConnector for new DocuSign folders

Add completed DocuSign envelopes to LeadConnector campaign as new leads

Create or update opportunities in LeadConnector from completed DocuSign envelopes

Create or update LeadConnector contacts from completed DocuSign envelopes

Create DocuSign signature requests when LeadConnector pipeline stages change

Create and update LeadConnector contacts from new DocuSign folders

Create tasks in LeadConnector for new DocuSign folders

Add completed DocuSign envelopes to LeadConnector campaign as new leads

Create opportunities in LeadConnector from new DocuSign folders

Send envelopes using a template in DocuSign when pipeline stages are updated in LeadConnector

Update DocuSign app extensions when pipeline stages change in LeadConnector

Create opportunities in LeadConnector from new DocuSign folders

Send envelopes using a template in DocuSign when pipeline stages are updated in LeadConnector

Update DocuSign app extensions when pipeline stages change in LeadConnector

How Zapier works

A trigger is where automation begins

Now it's time for action

And that's it! You've just created a Zap.

Connect DocuSign and LeadConnector to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect your tools and unlock the power of automation

Supported triggers and actions

Envelope Status Updated

Status

Add certificate of completion?

Download form data?

Send Envelope Using Document

Apply template ID?

Email Subject

Email Body

App Extensions (Beta)

Welcome

Pipeline Stage Changed

In PipelineRequired

Moved to Stage

Add/Update Opportunity

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Postal Code

Tags (comma delimited string for multiple tags)

Source

Mark as LeadRequired

Notes

Select PipelineRequired

Select StageRequired

Assign to User

Stop All Campaign's for Lead

Phone Number

Email

First Name

Last Name

Full Name

App Extensions (Beta)

Welcome

New Folder

Send Envelope Using Template

Template ID

Email Subject

Email Body

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Add/Update Contact

First Name