Docusign + LeadConnector
Create and update LeadConnector contacts from new DocuSign folders
Effortlessly keep your contacts up to date with this DocuSign and LeadConnector integration. When you create a new folder in DocuSign, this workflow instantly adds or updates the corresponding contact in the LeadConnector app, ensuring your database remains current and organized at all times. Streamline your document management and contact synchronization with this time-saving solution.
Effortlessly keep your contacts up to date with this DocuSign and LeadConnector integration. When you create a new folder in DocuSign, this workflow instantly adds or updates the corresponding contact in the LeadConnector app, ensuring your database remains current and organized at all times. Streamline your document management and contact synchronization with this time-saving solution.
- When this happens...New Folder
Triggers when a new folder is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Status
Add certificate of completion?
Download form data?
Try ItDocumentRequired
Apply template ID?
Email Subject
Email Body
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
