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Zapier Tutorial: Create and Send DocuSign
Zapier Tutorial: Create and Send DocuSign

Learn how to build a zap to automatically create management agreements or leases in Docusign with information from LeadSimple

JP avatar
Written by JP
Updated over a week ago

First, what is Zapier?

Zapier is a third-party tool that allows you to integrate software together, without any development needed. Create zaps, or defined sets of triggers and actions, to customize your own integrations between software. Learn more in this help article.

Zapier offers a free plan that allows you to build one-step zaps (when this happens in software A, this will happen in software B). Their paid plans allow for more advanced zaps like this one, with multiple steps, including filtering and building multiple paths. For the purposes of this zap, a paid account is required.

Using Our Template

Zapier has the ability to share zap templates so you don't have to build it out from scratch. After signing up for a Zapier account, click this link to copy this zap into your account, where you can then finish setting it up with your LeadSimple and DocuSign accounts:

Building your Zap

Here's a quick outline of the process we're going to follow to build this zap today:

  1. Sign up for a Zapier account (if you haven't already)

  2. Create and name your zap

  3. Add the trigger app, LeadSimple (Task Completed)

  4. Connect your LeadSimple account

  5. Add a filter: Only Continue If

  6. Add Date/Time Formatter

  7. Add the connected app, DocuSign (Create Signature Request)

  8. Connect your DocuSign account

  9. Add action in LeadSimple (Update Lead)

  10. Test & Review

  11. Set your zap live

Step 1: Create Your Own Zap and Choose Trigger

Add the trigger app, LeadSimple (Task Completed)

The first step is selecting what app will trigger the zap. If not already present, choose LeadSimple with the action “Task Completed”. Choose your LeadSimple account. (If it is your first time connecting to LeadSimple, follow these instructions to find your API Key.)

After connecting LeadSimple, we need to set up what task triggers the creation of the Docusign.


Create a test process with a test owner and/or tenant in the process that you want to trigger DocuSign. In order to set up the trigger task, you must complete the task that you want to be a trigger. Work through the process with the test data. Once you check off the task that you want to trigger the Zap, return to Zapier.

For example, a “Send PMA” task.


Click refresh to pull in the most recently completed tasks. You should find your “Send PMA” task at the top. The description should match the task you checked off. Select the task as a trigger.

Click Continue and then Test & Continue.

Step 2: Add a filter: Only Continue If

Add a filter task, only continue if....

In the “Only continue if'' filter, choose LeadSimple 1. Description, then select (Text) Contains, and enter the exact wording of the task (in this case, Send PMA).

Click Continue and make sure the Zap would have continued. If not, change the description to match.

Step 3: Create a Timestamp for Your Document

In order to fill the date field in your DocuSign, we must create a Zapier step. In this case, we want the date to be when the DocuSign was being sent. You can also read more about this feature in Zapier’s article.

Add a Zapier task:

  1. Select Formatter by Zapier

  2. Select Date/Time

  3. Set up action to be:

    1. Input: {{zap_meta_human_now}}

    2. To Format: Your Preference

    3. To Timezone: Your Timezone

    4. From Format: Your Preference

    5. From Timezone: Your Timezone

Once all of those settings have been selected, you can test and continue.

Step 4: Create a Signature Request in DocuSign

Create a DocuSign template. In your template, choose your standard fields. These fields will map to LeadSimple.

In Zapier, add DocuSign: Create Signature Request action. Connect your DocuSign account, Select the template you previously created in DocuSign.

Examples of mapped fields:

  • Select DocuSign template

  • Select Recipient email

  • Select Recipient name

  • Select Recipient role

  • Select Property address

Once you have completed the mapping, test and continue.

Step 5: Update LeadSimple

After you create the document, we want to make sure that we update LeadSimple with a tag and potentially change the stage.

Add an additional action, Update Lead in LeadSimple.

Recommended Fields:

  • Pipeline (Required)

  • Lead (Required)

  • Stage (Required) You can move to PMA or Lease Sent stage by selecting the appropriate stage for the field. If you want it to remain in the same stage, use Deal Stage ID in the field.

  • Tag (with the word "zapier" to know when a lead has been updated automatically)

After filling out your desired fields, click either Test & Review or Test & Continue to update the test lead in LeadSimple.

Check your LeadSimple account to see whether the lead updated correctly and make any changes if needed.

Remember you can always make updates to your zap later on as well.

(If you have any trouble setting up this zap or have suggestions for other zaps you would like to see tutorials on, let us know using the chatbox in the right corner or reach out to

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