Docusign + RD Station
Create conversion events in RD Station for new folders in DocuSign
When a new folder is created in DocuSign, let this workflow track it as a Conversion Event in RD Station. This way, every time you organize your contracts in DocuSign, you'll be able to streamline your conversions in RD Station. It's a simple yet efficient way to keep your sales and agreements processes connected and tracked.
When a new folder is created in DocuSign, let this workflow track it as a Conversion Event in RD Station. This way, every time you organize your contracts in DocuSign, you'll be able to streamline your conversions in RD Station. It's a simple yet efficient way to keep your sales and agreements processes connected and tracked.
- When this happens...New Folder
Triggers when a new folder is created.
- automatically do this!Conversion Event
It registers a new conversion event for a contact.
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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
New Opportunity
Triggers when a Lead is marked as opportunity.
Try It
New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
New Lead Conversion
Triggers when a new lead is created.
Try ItEvent IdentifierRequired
EmailRequired
Name
Job Title
State
City
Country
Phone
Mobile Phone
Twitter
Facebook
LinkedIn
Website
Company Name
Company Address
Company Size
Traffic Source
Traffic Medium
Traffic Campaign
Traffic Value
