Notify recipient via email, and send document for signature using DocuSign when tag is applied in LeadSimple

Notify your recipients via email when a specific tag is applied to a lead in LeadSimple, and send a document for signature using a predefined template in DocuSign. This ensures faster communication and quicker contract execution.

Notify recipient via email, and send document for signature using DocuSign when tag is applied in LeadSimple

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Overview

Notify your recipients via email when a specific tag is applied to a lead in LeadSimple, and send a document for signature using a predefined template in DocuSign. This ensures faster communication and quicker contract execution.

Notify recipient via email, and send document for signature using DocuSign when tag is applied in LeadSimple