Create Maximizer leads from newly sent DocuSign envelopes
Seamlessly integrate DocuSign with Maximizer and automatically convert newly sent DocuSign envelopes into high-quality Maximizer leads. Streamline the lead generation process and focus on closing deals.
Seamlessly integrate DocuSign with Maximizer and automatically convert newly sent DocuSign envelopes into high-quality Maximizer leads. Streamline the lead generation process and focus on closing deals.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Create Lead Entry
Creates new Lead Entry
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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
Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
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New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItDate Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
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