LeadSimple + Filter by Zapier + Docusign
Create DocuSign signature requests and update leads for newly-completed LeadSimple tasks
Manually creating documents takes time and can be simplified with information already in LeadSimple. This Zapier integration begins by checking off a newly completed task in LeadSimple. The documents can include property management agreements or leases. Then, after a signature request has been created in DocuSign, the LeadSimple lead will be updated automatically .
Manually creating documents takes time and can be simplified with information already in LeadSimple. This Zapier integration begins by checking off a newly completed task in LeadSimple. The documents can include property management agreements or leases. Then, after a signature request has been created in DocuSign, the LeadSimple lead will be updated automatically .
- When this happens...Task Completed
Triggers when a task is completed.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Create Signature Request
Creates a signature request.
- then do this!Update Lead
Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
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