LeadConnector + Scrive

"add or update contacts in LeadConnector when new documents are signed in Scrive"

When a document is signed in Scrive, keep your LeadConnector contacts updated with this efficient workflow. It takes the information from every Scrive's signed document and uses it to add or update a contact in LeadConnector. This direct process ensures all your contacts are up-to-date, saving you time and reducing the chance for error.

When this happens...
Signed Document
Triggers when a document is signed and sealed.
TriggerPolling
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

Rejected Delivery
Triggers when a document fails to deliver by email or mobile.
Trigger
Polling
Try It
Signed Document
Triggers when a document is signed and sealed.
Trigger
Polling
Try It
- Document Title
- PDF FileRequired
- Author RoleRequired
- Callback URL
Action
Write
- Document IDRequired
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
- Date of Birth
Action
Write

- Workflow IDRequired
- 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

Rejected Document
Triggers when a document is rejected.
Trigger
Polling
Try It
- Document IDRequired
- Party RoleRequired
- Party EmailRequired
- Party First Name
- Party Last Name
Action
Write
- TemplateRequired
- Document Title
- Callback URL
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- 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