SignWell + LeadConnector Integrations

How to connect SignWell + LeadConnector

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Document Completed
Triggers when a document has been completed.
Trigger
Instant
Document Sent
Triggers when a document is sent.
Trigger
Instant
Document Viewed
Triggers when a signer view a document for the first time.
Trigger
Instant
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Action
Write
Pipeline Stage Changed
The pipeline stage was updated for an opportunity
Trigger
Instant
Add/Update Contact
Adds or updates an existing contact.
Action
Write
Add/Update Opportunity
Adds or updates an existing opportunity.
Action
Write
Add Lead to Campaign
Adds a lead to an existing campaign.
Action
Write
LeadConnector
Stops all campaign for a lead.
Scheduled
Action
LeadConnector
Adds a task to the account.
Scheduled
Action

Step 1: Authenticate SignWell 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.