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eSignatures.com + LeadConnector

eSignatures.com + LeadConnector integrations

Create contracts in eSignatures.com.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.com.io. This increases efficiency and consistency in your contract management process, saving you time and reducing manual effort.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Create ContractCreates a legally binding contract from a template or Extended Markdown. Sends it to the signers by email or SMS, or saves it as a draft to review and edit before sending. The output always includes each signer's Sign Page URL for embedded signing or delivery through your own channels.
ActionWrite

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More things you can do with LeadConnector and eSignatures.com

Discover other triggers and actions you can use with LeadConnector and eSignatures.com

- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
Contract Sent to a Signer
Triggers when a contract is sent to a signer.
Trigger
Instant
Try It
Signature Received
Triggers when a contract is signed by a signer.
Trigger
Instant
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- Contract ID
  Required
- Name
  Required
- Email
- Mobile
- Company Name
- Signature Request Delivery
- Multi-Factor Authentication
- Signer Redirect URL
Action
Write
- Template Title
  Required
- Template Content (Markdown)
  Required
Action
Write

- Contract ID
  Required
- Signer ID
  Required
Action
Write
- Contract ID
  Required
- Find Markdown
- Replace With Markdown
- Dry Run
Action
Write
- Contract ID
  Required
- Signer ID
  Required
- Name
- Email
- Mobile
- Company Name
- Signature Request Delivery
- Multi-Factor Authentication
- Signer Redirect URL
Action
Write
- Contract ID
  Required
Action
Write
- Contract ID
  Required
Action
Search
- Contract ID
  Required
Action
Search
- Template ID
  Required
Action
Search

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write
Contract Signed
Triggers when a contract is signed by all signers.
Trigger
Instant
Try It
Delivery Failed
Triggers when a delivery error occurs, such as an email that can't be delivered.
Trigger
Instant
Try It
- Test Only
- Template
- Signer Name
  Required
- Signer Email
- Signer Mobile
- Signer Company Name
- Signer Signature Request Delivery
- Signer Multi-Factor Authentication
- Signer Redirect URL
- Signer Position
- Signer Auto Sign
- Signer Name [2]
- Signer Email [2]
- Signer Mobile [2]
- Signer Company Name [2]
- Signer Redirect URL [2]
- Signer Signature Request Delivery [2]
- Signer Multi-Factor Authentication [2]
- Signer Position [2]
- Signer Auto Sign [2]
- Signer Name [3]
- Signer Email [3]
- Signer Mobile [3]
- Signer Company Name [3]
- Signer Redirect URL [3]
- Signer Signature Request Delivery [3]
- Signer Multi-Factor Authentication [3]
- Signer Position [3]
- Signer Auto Sign [3]
- Signer Name [4]
- Signer Email [4]
- Signer Mobile [4]
- Signer Company Name [4]
- Signer Redirect URL [4]
- Signer Signature Request Delivery [4]
- Signer Multi-Factor Authentication [4]
- Signer Position [4]
- Signer Auto Sign [4]
- Signer Name [5]
- Signer Email [5]
- Signer Mobile [5]
- Signer Company Name [5]
- Signer Redirect URL [5]
- Signer Signature Request Delivery [5]
- Signer Multi-Factor Authentication [5]
- Signer Position [5]
- Signer Auto Sign [5]
- Placeholder Fields - String
- Placeholder Fields - Markdown
- Assigned User
- Contract Title
- Contract Content (Markdown)
- Save as draft
- Language
- Metadata
- Sender Company Name
- Signer Field Default Values
- [DEPRECATED] Custom Fields
- [DEPRECATED] Email Subject - Signature request
- [DEPRECATED] Email Body - Signature request
- [DEPRECATED] Email Subject - Final signed document
- [DEPRECATED] Email Body - Final signed document
- [DEPRECATED] API Fields
Action
Write
- Contract ID
  Required
- Signer ID
  Required
Action
Write
- Contract ID
  Required
Action
Write
- Contract ID
  Required
- Placeholder Fields - String
- Placeholder Fields - Markdown
Action
Write
- Template ID
  Required
- Find Markdown
- Replace With Markdown
- Dry Run
Action
Write
- Template Filter
Action
Search
- Contract ID
  Required
Action
Search
- Template ID
  Required
Action
Search

About eSignatures.com

eSignatures.com is an AI-friendly e-signature platform for managing Markdown contracts, signers and templates from draft to signature, with pay-per-use pricing.

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Related categories

Signatures

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Related categories

Marketing Automation

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Related Zap Templates

Update LeadConnector opportunities when new contracts are signed in eSignatures.com.io