Docusign + LeadConnector
Update DocuSign app extensions when pipeline stages change in LeadConnector
Streamline your documentation process with this workflow. When a stage is updated in your LeadConnector pipeline, the information is immediately sent to your DocuSign app. This seamless process keeps your document signoff stages in sync with your most recent lead activity, simplifying your workflow and maximizing efficiency.
Streamline your documentation process with this workflow. When a stage is updated in your LeadConnector pipeline, the information is immediately sent to your DocuSign app. This seamless process keeps your document signoff stages in sync with your most recent lead activity, simplifying your workflow and maximizing efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Custom Actions (Beta)
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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
Phone Number
Email
First Name
Last Name
Full Name
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
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)
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
Status
Add certificate of completion?
Download form data?
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About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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SignaturesAbout LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
