LeadSimple + Docusign
Create DocuSign signature requests and update leads for new completed LeadSimple tasks
Manually creating documents takes time, but they can be auto filled 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, your LeadSimple lead will be updated automatically.
Manually creating documents takes time, but they can be auto filled 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, your LeadSimple lead will be updated automatically.
- When this happens...Task Completed
Triggers when a task is completed.
- automatically 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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