Docusign + LeadSimple

Send DocuSign envelopes using templates when tasks are completed in LeadSimple

Simplify your sales process with this efficient workflow. When a task is completed in LeadSimple, it prompts DocuSign to send an envelope using a pre-set template. This automation saves you time and ensures important documents are promptly sent, keeping your sales cycle streamlined and organized.

Simplify your sales process with this efficient workflow. When a task is completed in LeadSimple, it prompts DocuSign to send an envelope using a pre-set template. This automation saves you time and ensures important documents are promptly sent, keeping your sales cycle streamlined and organized.

  1. When this happens...
    LeadSimpleLeadSimple
    Task Completed

    Triggers when a task is completed.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
docusign logo
docusign logo

About Docusign

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

Related categories

  • Signatures

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leadsimple logo
leadsimple logo

About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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