Docusign + LeadConnector
Create tasks in LeadConnector for new DocuSign folders
Stay organized and efficient by integrating DocuSign with LeadConnector through this workflow. When a new folder is created in DocuSign, a task will be added in LeadConnector, ensuring that your essential documents are connected to relevant tasks in your sales process. This automation streamlines your work, keeps your team informed, and enhances document management and task tracking.
Stay organized and efficient by integrating DocuSign with LeadConnector through this workflow. When a new folder is created in DocuSign, a task will be added in LeadConnector, ensuring that your essential documents are connected to relevant tasks in your sales process. This automation streamlines your work, keeps your team informed, and enhances document management and task tracking.
- When this happens...New Folder
Triggers when a new folder is created.
- automatically do this!Add Task
Adds a task to the account.
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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
