DocuSign + LeadConnector Integrations

How to connect DocuSign + LeadConnector

Zapier lets you send info between DocuSign and LeadConnector automatically—no code required.

When this happens...

Envelope Sent or Completed

Triggers 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.

automatically do this!

Add Account

Adds new account for agency

Supported triggers and actions

What does this mean?

Envelope Sent or Completed
Triggers 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
Scheduled
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Create Signature Request
Creates a signature request.
Action
Write
Pipeline Stage Changed
The pipeline stage was updated for an opportunity
Trigger
Instant
Add Account
Adds new account for agency
Action
Write

Add/Update Contact
Adds or updates an existing contact.
Action
Write
Add/Update Opportunity
Adds or updates an existing opportunity.
Action
Write

Add Lead to Campaign
Adds a lead to an existing campaign.
Action
Write

LeadConnector
Stops all campaign for a lead.
Scheduled
Action
LeadConnector
Adds a task to the account.
Scheduled
Action

How DocuSign + LeadConnector Integrations Work

Step 1: Authenticate DocuSign + LeadConnector.
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.