Connect Leadsquared and Docusign
Integrate Leadsquared with Docusign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in LeadSquared when New Envelope Completed in DocuSign
Find Lead in LeadSquared when New Envelope Completed in DocuSign
Find Leads By Phone in LeadSquared when New Envelope Completed in DocuSign
Create Activity on Lead in LeadSquared when New Envelope Completed in DocuSign
Search Leads by Criteria in LeadSquared when New Envelope Completed in DocuSign
Popular Leadsquared + Docusign flows
Start from a real workflow other teams are already running.
Choose a trigger
Leadsquared
When this happens...
- Request a new Trigger for Leadsquared
Choose an action
Docusign
Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Create a Bulk Send List
Create Template
Update Template
Create Signing Group
Add User to Signing Group
Update Signing Group
Delete Signing Group
Create Bulk Send Request
Delete Bulk Send List
List/Search Bulk Send List
List/Search temaplate
Create Lead in LeadSquared when New Envelope Completed in DocuSign
Use this flowFind Lead in LeadSquared when New Envelope Completed in DocuSign
Use this flowFind Leads By Phone in LeadSquared when New Envelope Completed in DocuSign
Use this flowCreate Activity on Lead in LeadSquared when New Envelope Completed in DocuSign
Use this flowSearch Leads by Criteria in LeadSquared when New Envelope Completed in DocuSign
Use this flowFind Leads By Date Range in LeadSquared when New Envelope Completed in DocuSign
Use this flowGet Leads By IDs from LeadSquared when New Envelope Completed in DocuSign
Use this flowCreate Lead in LeadSquared when New Envelope Sent in DocuSign
Use this flowFind Lead in LeadSquared when New Envelope Sent in DocuSign
Use this flowFind Leads By Phone in LeadSquared when New Envelope Sent in DocuSign
Use this flowSupported Triggers & Actions
Everything you can automate between Leadsquared and Docusign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Envelope Completed
Runs when an envelope is completed after all recipients have signed.
New Envelope Sent
Runs when an envelope is sent to recipients for signature.
New Envelope Created
Runs when a new envelope is created as a draft and not yet sent.
Do thisActions
Action is the task that follows automatically within your Leadsquared integrations.
Create Lead
Create a new lead in LeadSquared
Find Lead
Find a lead by Lead ID, email, or phone.
Find Leads By Phone
Find leads that match one or more phone numbers and return either basic or full lead details.
Create Activity on Lead
Create an activity on a lead.
Search Leads by Criteria
Runs the workflow automatically whenever any lead matches the specified criteria.
Find Leads By Date Range
Retrieve leads modified between two dates and return selected fields with optional sorting and pagination.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Leadsquared
Leadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement processes.
Learn more
About Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Leadsquared and Docusign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Leadsquared and Docusign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Docusign. No coding required.
Yes. You can set up a workflow where Leadsquared triggers actions in Docusign, and a separate workflow where Docusign triggers actions in Leadsquared. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Leadsquared and Docusign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Leadsquared and Docusign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
