Connect RightSignature and LeadConnector to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Create your first workflow
Quickly connect RightSignature to LeadConnector with a Zapier template.
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Choose a Trigger
Start here
Start here
Choose an Action
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.
- New Document Completed
Triggers when a document is completed, typically when all parties have signed.
Try It - New Document Sent
Triggers when a document is sent.
Try It - In PipelineRequired
- Moved to Stage
Try It- First NameRequired
- Last NameRequired
- Document NameRequired
- User Phone
- EmailRequired
- Address
- City
- State / Prov / Region
- CountryRequired
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- In PipelineRequired
- Select StageRequired
- Assign to User
- New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Try It - TemplateRequired
- Document NameRequired
- Email Recipients
- Sign Document in Person
- First NameRequired
- Last NameRequired
- Document NameRequired
- User Phone
- EmailRequired
- Address
- City
- State / Prov / Region
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- CountryRequired
- CampaignRequired
- First NameRequired
- Last NameRequired
- Document NameRequired
- User Phone
- EmailRequired
- Address
- City
- State / Prov / Region
- 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)
Automate LeadConnector: get inspired on the Zapier blog
Related categories
Related categories