Manage new Foxit eSign executed documents by updating opportunities in LeadConnector
Make your sales process efficient with this streamlined workflow. When a document is executed within Foxit eSign, an opportunity is immediately added or updated within LeadConnector. This seamless process provides a comprehensive solution to streamline your lead management, resulting in better tracking of potential sales and enhanced client relationships. Boost your productivity by removing manual data entry, so you can focus more on closing those substantial deals.
Make your sales process efficient with this streamlined workflow. When a document is executed within Foxit eSign, an opportunity is immediately added or updated within LeadConnector. This seamless process provides a comprehensive solution to streamline your lead management, resulting in better tracking of potential sales and enhanced client relationships. Boost your productivity by removing manual data entry, so you can focus more on closing those substantial deals.
- When this happens...Document Executed
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Document Cancelled
Triggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Executed
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Signed
Triggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
Try ItTemplateRequired
Folder Name
First NameRequired
Last NameRequired
EmailRequired
PermissionRequired
SequenceRequired
In Person Administrator Email
Allow Signer to Correct Name
Sender Email
Enable Signing Sequence
Send Now
Enable In Person Signing
Static Recipients
Static Documents
Send Success URL
Send Error URL
Sign Success URL
Sign Decline URL
Sign Later URL
Sign Error URL
Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Viewed
Triggers whenever a signer has opened and viewed the Document for the first time. You get a separate trigger when each Party Views the Document. Available for our Paid or Trial Business Premium accounts.
Try ItIn PipelineRequired
Moved to Stage
Try It