DocuSign + SMS by Zapier + LeadConnector Integrations
How to connect DocuSign + SMS by Zapier + LeadConnector
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Do even more with DocuSign + SMS by Zapier + LeadConnector
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with DocuSign, SMS by Zapier, and LeadConnector. And don’t forget that you can add more apps and actions to create complex workflows.
Template IdRequired
Email Subject
Subject line of email. Overrides template setting
Email Blurb
Email message to recipient. Overrides template setting.
Recipient Email
Recipient Name
Recipient Role
Choose role as defined on template or use a custom value
From Number
Will attempt to send from this number, falling back to a random number if no longer available or unspecified.
MessageRequired
Messages should not contain any reference to alcohol, illegal drugs, cannabis/CBD, firearms, gambling, prescription medication, tobacco, or adult content, and comply with Twilio's Messaging Policy. Messages exceeding 153 characters will truncate.
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
New Folder
Triggers when a new folder is created.
Try ItApi Docs Info
API docs for DocuSign are located here https://developers.docusign.com/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
In PipelineRequired
Moved to Stage
Try ItFirst 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
Select PipelineRequired
Select StageRequired
Assign to User
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How DocuSign + SMS by Zapier + LeadConnector Integrations Work
- Step 1: Authenticate DocuSign, SMS by Zapier, and LeadConnector.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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