Create Docusign signature requests when new leads are won in Nutshell
Easily manage your document process with this Nutshell to Docusign workflow. Every time you win a lead in Nutshell, it triggers a signature request in Docusign. This efficient process lets you close deals faster by reducing manual paperwork and streamlining your contract management.
Easily manage your document process with this Nutshell to Docusign workflow. Every time you win a lead in Nutshell, it triggers a signature request in Docusign. This efficient process lets you close deals faster by reducing manual paperwork and streamlining your contract management.
- When this happens...Lead Won
Triggers when a lead is won.
- automatically do this!Create Signature Request
Creates a signature request.
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Lead Won
Triggers when a lead is won.
Try ItNew Company
Triggers when new Company is created.
Try ItNew Person
Triggers when new Person is created.
Try ItAgenda
Activity typeRequired
Start time
End time
Internal note
People within Nutshell
Users within Nutshell
Meeting lasts all day
Flag meeting as important
Street address
Street address line 2
Street address line 3
City
State
Country
Postal code
Address type