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Foxit eSign + LeadConnector

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.

  1. When this happens...
    Foxit eSignFoxit eSign
    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.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Foxit eSign triggers, actions, and search

    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.

    Trigger
    Instant
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  • Foxit eSign triggers, actions, and search

    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.

    Trigger
    Instant
    Try It
  • Foxit eSign triggers, actions, and search

    Document 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.

    Trigger
    Instant
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    • TemplateRequired

    • 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

    Action
    Write
  • Foxit eSign triggers, actions, and search

    Document Deleted

    Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.

    Trigger
    Instant
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  • Foxit eSign triggers, actions, and search

    Document Sent

    Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.

    Trigger
    Instant
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  • Foxit eSign triggers, actions, and search

    Document 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.

    Trigger
    Instant
    Try It
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
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About Foxit eSign

Foxit eSign is an end-to-end cloud-based esignature solution that is cost-effective, comprehensive, and legally binding with Templates, Bulk Signing, Online Forms, APIs. Foxit eSign also offers convenience of signing from within Foxit Desktop and Cloud PDF.

Related categories

  • Signatures
leadconnector logo

About LeadConnector

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

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