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How Zapier works
Zapier makes it easy to integrate DocuSeal with LeadConnector - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Signing Form Completed" from DocuSeal.
Add your action
An action happens after the trigger—such as "Add/Update Contact" in LeadConnector.
You’re connected!
Zapier seamlessly connects DocuSeal and LeadConnector, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Signing Form Completed
Triggers when a signing form is completed.
Try ItTriggerInstant - Submission Name
- Template IDs
- Send Email
- Send SMS
- Total DocumentsRequired
- Total SignersRequired
- Email Subject
- Email Body
- Submitters Order
- BCC Email Address
- Reply To Email Address
- Redirect URL
- Expire At
- Merge Documents
ActionWrite- TemplateRequired
- Send Email
- Send SMS
- Email Subject
- Email Body
- Submitters Order
- BCC Email Address
- Reply To Email Address
- Redirect URL
- Expire At
ActionWrite- 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
- Date of Birth
ActionWrite
- Submission Completed
Triggers when a submission is completed by all parties. This means that all parties have signed the document.
Try ItTriggerInstant - Submission Name
- Template IDs
- Send Email
- Send SMS
- Total DocumentsRequired
- Total SignersRequired
- Email Subject
- Email Body
- Submitters Order
- BCC Email Address
- Reply To Email Address
- Redirect URL
- Expire At
- Flatten
- Merge Documents
- Remove Tags
ActionWrite- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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
ActionWrite
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