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.
- When this happens...Task Completed
Triggers when a task is completed.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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