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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 .

  1. When this happens...
    LeadSimpleLeadSimple
    Task Completed

    Triggers when a task is completed.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    DocuSignDocuSign
    Create Signature Request

    Creates a signature request.

    ActionWrite
  4. then do this!
    LeadSimpleLeadSimple
    Update Lead

    Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.

    ActionWrite
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Supported triggers and actions

What does this mean?
leadsimple logo
leadsimple logo

About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.
Learn more

Related categories

  • CRM (Customer Relationship Management)
filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories

docusign logo
docusign logo

About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Related categories

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