LeadSimple integration with Filter by Nekton
How to Create DocuSign signature requests and update leads for newly-completed LeadSimple tasks
Manually creating documents takes time and can be simplified with information already in LeadSimple. This Nekton integration begins by checking off a newly completed task in LeadSimple. The documents can include property management agreements or leases. Then, after a signature request has been created in DocuSign, the LeadSimple lead will be updated automatically .
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create DocuSign signature requests and update leads for newly-completed LeadSimple tasks" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
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Manually creating documents takes time and can be simplified with information already in LeadSimple. This Nekton integration begins by checking off a newly completed t...
LeadSimple actions
Nekton can use any feature that is available in LeadSimple API.
Using our advanced AI, you can easily create custom automations for LeadSimple.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
Create Process
Creates a Process in one of your Process Types. You'll need to specify a Process Type and a Stage.
Tag Conversation
Tags a Conversation.
Update Conversation
Updates a Conversation.
Update Process
Updates a Process. You'll need to specify a Process Type and a Stage.
Update Unit
Updates a Unit.
About LeadSimple
LeadSimple is the CRM that property management and real estate companies use to scale and grow.