eSignatures + LeadConnector
Create contracts in eSignatures.io when pipeline stages are updated in LeadConnector
Effortlessly transition from finalizing a lead to preparing a contract with this workflow. When a lead moves to a new stage in the LeadConnector app, it prompts a new contract to be created in eSignatures.io. This increases efficiency and consistency in your contract management process, saving you time and reducing manual effort.
Effortlessly transition from finalizing a lead to preparing a contract with this workflow. When a lead moves to a new stage in the LeadConnector app, it prompts a new contract to be created in eSignatures.io. This increases efficiency and consistency in your contract management process, saving you time and reducing manual effort.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contract
Creates a new contract.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Contract Sent to a Signer
Triggers when a contract is sent to a signer.
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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
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Contract Signed
Triggers when a contract is signed by all signers.
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