When this happens...
Contact Added to List

Automatically do this!
Create Organization
Rename Organization
Delete organization
Create Template
Download Document PDF
Get Document Download Link
Get Document
Upload Document
Delete Document
Move Document
Share Template
Create Document Group
Delete Document Group
Rename Document Group
Create document and invite to sign
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.
Trigger when a user document delete.
Trigger when user document create.
Trigger when user document open.
Trigger when a user document update.
Trigger when a user document complete.
Action is the task that follows automatically within your NextLead integrations.
Creates a new lead.
Create a new sale with the details you provide.
Create a new lead structure in NextLead using the data you provide.
Deletes a contact from NextLead using the contact's email or LinkedIn profile URL.
Remove a sales deal from your NextLead account.
Deletes a structure (company record) from NextLead by Name or SIRET ID.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your NextLead and SignNow accounts to viaSocket. Once connected, you can set up a workflow where an event in NextLead triggers actions in SignNow (or vice versa).
Absolutely. You can customize how NextLead data is recorded in SignNow. This includes choosing which data fields go into which fields of SignNow, setting up custom formats, and filtering out unwanted information.
The data sync between NextLead and SignNow typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between NextLead and SignNow. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.
Learn MoreSignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
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