LeadConnector + SignRequest
Manage signed SignRequest documents by updating opportunities in LeadConnector
Automate your workflow between SignRequest and LeadConnector with this template. When a new document gets signed in SignRequest, this integration will subsequently open or update an opportunity in LeadConnector. No more manual data transfer, as this solution ensures your opportunities reflect the latest developments in real-time, enhancing productivity and keeping your sales pipeline accurate and up-to-date.
Automate your workflow between SignRequest and LeadConnector with this template. When a new document gets signed in SignRequest, this integration will subsequently open or update an opportunity in LeadConnector. No more manual data transfer, as this solution ensures your opportunities reflect the latest developments in real-time, enhancing productivity and keeping your sales pipeline accurate and up-to-date.
- When this happens...New Document Signed
Triggers when a SignRequest is signed.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
Team
Try ItTeam
Try ItTeam
TemplateRequired
Sender Email
Who Needs to Sign?
SignRequest Name
Custom SignRequest Email Subject
Custom Message
Send Automatic Reminders?
External ID
Signer EmailRequired
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
In PipelineRequired
Moved to Stage
Try It
Team
Try ItTeam
File
File From URL
Sender Email
Who Needs to Sign?
SignRequest Name
Custom SignRequest Email Subject
Custom Message
Send Automatic Reminders?
External ID
Signer EmailRequired
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
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
