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Quickly connect Docusign to LeadConnector with a Zapier template.

Our most popular template

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

Create DocuSign signature requests when LeadConnector pipeline stages change

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LeadConnector + Docusign

Create or update LeadConnector contacts from completed DocuSign envelopes

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Docusign + LeadConnector

Create or update opportunities in LeadConnector from completed DocuSign envelopes

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Docusign + LeadConnector

Create and update LeadConnector contacts from new DocuSign folders

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Docusign + LeadConnector

Create tasks in LeadConnector for new DocuSign folders

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Docusign + LeadConnector

Add completed DocuSign envelopes to LeadConnector campaign as new leads

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Docusign + LeadConnector

Create opportunities in LeadConnector from new DocuSign folders
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Docusign + LeadConnector
Send envelopes using a template in DocuSign when pipeline stages are updated in LeadConnector
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LeadConnector + Docusign

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.

Add your action

An action happens after the trigger—such as "Add/Update Contact" in LeadConnector.

You’re connected!

Zapier seamlessly connects Docusign and LeadConnector, automating your workflow.

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.

Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
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- Events to Monitor
  Required
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Instant
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Envelope Corrected
Triggers when an envelope is corrected.
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Instant
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Envelope Declined
Triggers when an envelope is declined.
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Instant
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Envelope Delivered
Triggers when an envelope is delivered.
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Instant
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Envelope Purge
Triggers when an envelope is purged.
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Instant
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Envelope Sent
Triggers when an envelope is sent.
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Instant
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Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Trigger
Instant
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- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
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Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Trigger
Instant
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Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Trigger
Instant
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Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
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Instant
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Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
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Instant
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Recipient Resent
Triggers when an envelope was resent to a specific recipient.
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SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
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Instant
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Template Created
Triggers when a template is created.
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Instant
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Template Modified
Triggers when a template is modified.
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- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Template Name
  Required
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- First Name
- Last Name
- List Name
  Required
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- In Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- List Name
  Required
Action
Write

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
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Envelope Completed
Triggers when an envelope is completed.
Trigger
Instant
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Envelope Created
Triggers when an envelope is created.
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Instant
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Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
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Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
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Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
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Envelope Voided
Triggers when an envelope is voided.
Trigger
Instant
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Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Trigger
Instant
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New Folder
Triggers when a new folder is created.
Trigger
Polling
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Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
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Instant
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Recipient Declined
Triggers when a recipient declined to sign.
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Instant
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Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
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Instant
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Recipient Reassigned
Triggers when a recipient reassigned an envelope.
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Instant
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Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
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Instant
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SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
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Instant
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Template Deleted
Triggers when a template is deleted.
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Instant
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- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Envelope ID
  Required
Action
Write
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template
  Required
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- First Name
- Last Name
- List Name
  Required
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Campaign ID
  Required
- First Name
- Last Name
- List Name
  Required
- 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 Title
  Required
- Body
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Phone Number
- Email
Action
Write

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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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Docusign on the Zapier blog

Learn how to automate LeadConnector on the Zapier blog

Make work flow with AI

Level up your Docusign to LeadConnector integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Docusign + LeadConnector integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and LeadConnector

What is required to start integrating Docusign with LeadConnector?

To begin integrating Docusign with LeadConnector, you need accounts in both Docusign and LeadConnector. You will also need access to our platform where the integration is set up, and API keys for each service if applicable.

How do I trigger an action in LeadConnector when a new document is completed in Docusign?

Within the integration settings, select Docusign as your trigger app and choose 'New Document Completed' as the trigger event. Then select LeadConnector as your action app and define what you want to happen, such as updating a contact or sending an email.

Can I create a multi-step workflow that involves both Docusign and LeadConnector?

Yes, you can create multi-step workflows involving these two platforms. For example, after a document is signed in Docusign, a new lead can be added in LeadConnector and then assigned to a team member.

What happens if there's an error during the integration process between Docusign and LeadConnector?

If an error occurs during the process, our platform will log it and notify you immediately. You will also find troubleshooting suggestions to resolve common issues within your dashboard.

Is it possible to update an existing contact in LeadConnector when changes occur in a Docusign document?

Yes, by setting up an integration where we monitor specific triggers from Docusign (like 'Document Changed'), we can update corresponding contacts or records within LeadConnector automatically.

Do I need any technical skills to connect Docusign with LeadConnector using your platform?

No technical skills are necessary to connect these apps using our platform. The integration process is designed to be user-friendly with step-by-step guidance provided throughout setup.

How often does the data sync between Docusign and LeadConnector when integrated via your platform?

Data synchronization between Docusign and LeadConnector depends on the trigger settings you've configured. Most actions occur in real-time or near real-time as per your defined triggers.

About Docusign

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

Learn moreLearn moreHelpHelp

Related categories

Signatures

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About LeadConnector

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

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Docusign to LeadConnector on the world's largest no-code automation platform

Explore Docusign + LeadConnector Integrations

pandadoc

Connect Docusign and LeadConnector to unlock the power of automation

Set up your first integration

Create DocuSign signature requests when LeadConnector pipeline stages change

Create or update LeadConnector contacts from completed DocuSign envelopes

Create or update opportunities in LeadConnector from completed DocuSign envelopes

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 DocuSign signature requests when LeadConnector pipeline stages change

Create or update LeadConnector contacts from completed DocuSign envelopes

Create or update opportunities in LeadConnector from completed DocuSign envelopes

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

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

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Docusign and LeadConnector to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Docusign on the Zapier blog

5 ways to automate DocuSign with Zapier

Learn how to automate LeadConnector on the Zapier blog

How to track LeadConnector deals in Google Sheets

How to add leads from Facebook Lead Ads to LeadConnector

How to add leads to LeadConnector from a webhook

Make work flow with AI

Frequently Asked Questions about Docusign + LeadConnector integrations

Connect Docusign to LeadConnector on the world's largest no-code automation platform

Explore Docusign + LeadConnector Integrations

Explore Docusign + LeadConnector Integrations