MoonClerk + Docusign + LeadConnector Integrations

How to connect MoonClerk + Docusign + LeadConnector

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Choose a Trigger

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Choose an Action

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Do even more with MoonClerk + Docusign + LeadConnector

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with MoonClerk, Docusign, and LeadConnector. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Payment Form (optional)
Trigger
Instant
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- Payment Form (optional)
Trigger
Instant
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- Payment Form (optional)
Trigger
Instant
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- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
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- DocumentRequired
- Apply template ID?
- Email Subject
- Email Body
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- 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
Action
Write

- 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)
Action
Write
- 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
Action
Write

- Payment Form (optional)
Trigger
Instant
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- Payment Form (optional)
Trigger
Instant
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- Customer IDRequired
Action
Search
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
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- Template ID
- Email Subject
- Email Body
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

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How MoonClerk + Docusign + LeadConnector Integrations Work

Step 1: Authenticate MoonClerk, Docusign, and LeadConnector.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.