LeadConnector + Signaturely
Create Signaturely esignature requests when pipeline stages change in LeadConnector
Save time and streamline your e-signature requests with this handy workflow. When a lead changes stages in the LeadConnector app, it initiates an eSignature request based on a pre-set template in the Signaturely app. This hassle-free, automated process ensures a seamless transition from lead engagement to contract preparation, improving your overall efficiency and decreasing the turnaround time between stages.
Save time and streamline your e-signature requests with this handy workflow. When a lead changes stages in the LeadConnector app, it initiates an eSignature request based on a pre-set template in the Signaturely app. This hassle-free, automated process ensures a seamless transition from lead engagement to contract preparation, improving your overall efficiency and decreasing the turnaround time between stages.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create eSignature Request Based on Template
Creates a signature request
- Free forever for core features
- 14 day trial for premium features & apps
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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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
Document Completed
Triggers when a document has been completed.
Try It
