FLG + SignRequest

FLG + SignRequest integrations

Send SignRequests from template in SignRequest when lead status changes in FLG

Streamline your sales process with this efficient workflow. When a lead status change occurs in FLG, it triggers the sending of a SignRequest from a pre-set template, making your document management more efficient. Perfect for those in fast-paced sales environments, this workflow helps maintain a swift and systematic communication line with your prospects.

When this happens...
Lead Status ChangedTriggers when a lead's status is changed.
TriggerInstant
automatically do this!
Send SignRequest From TemplateCreates and sends a new SignRequest from a SignRequest Template.
ActionWrite

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More things you can do with FLG and SignRequest

Discover other triggers and actions you can use with FLG and SignRequest

- Metadata Field: Lead Group
  Required
- Metadata Field: Lead Type
Trigger
Instant
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- Metadata Field: Lead Group
  Required
- Metadata Field: Lead Type
- Metadata Field: Status
Trigger
Instant
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- Skip_test_msg
- Metadata Field: Lead Group
  Required
- Metadata Field: Reference
  Required
- Metadata Field: Lead Type
- Metadata Field: Status
Action
Write
- Team
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It

- Team
- Template
  Required
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer Email
  Required
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write

- Metadata Field: Lead Group
  Required
- Metadata Field: Lead Type
- Metadata Field: Status
Trigger
Instant
Try It
- Skip_test_msg
- Metadata Field: Lead Group
  Required
- Metadata Field: Lead Type
- Metadata Field: Status
Action
Write
- Metadata Field: Reference
- Standard Field: First Name
- Standard Field: Last Name
- Metadata Field: Company Name
- Standard Field: Email
- Standard Field: Telephone No.
- Standard Field: Address Line 1
- Standard Field: Postcode
- Metadata Field: Date Created - Start.
- Metadata Field: Date Created - End.
Action
Search
- Team
Trigger
Instant
Try It
- Team
- File
- File From URL
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer Email
  Required
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About FLG

A complete CRM platform focused on automated workflow to manage leads & control processes - nothing missed, no opportunity left behind.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.

Learn moreLearn moreHelpHelp

Related categories

Signatures