Dustin Singer, a long-time Forefront CRM customer, was gracious enough to share his process for automating contract e-sign functionality using Forefront CRM and Docusign. Thank you, Dustin!!
Step 1: Create a template for your purchase and sale agreement in Docusign
Special Note: If you send it directly to the seller and sign last…webhook data will not pass. So routing signing order of Docusign template should look like this:
1. Dustin Singer (Buyer) Editor
2. Seller 1 (Needs to sign)
3. Seller 2 (Needs to sign)
4. Dustin Singer (Buyer) Needs to sign
Step 2: Create a Zap Trigger
You’ll need a Zapier paid account to create a Zap that will receive lead data from Forefront and send it to Docusign to populate your purchase and sale agreement and send the signature request.
Login to Zapier and click the ‘+ Create Zap‘ button to add a zap.
Rename your zap so you can easily find it in the future. Then search for ‘webhook’ and select ‘Webhooks by Zapier’:
Set the Event to be ‘Catch hook’ and click Continue:
Leave the ‘Pick off a child key’ field blank in the ‘Set up trigger’ section and click Continue:
Click the Copy button from the Test Trigger section. This is the URL you will need for your status automation within Forefront (Step 3 below):
Step 3: Create a status in your pipeline that will trigger the e-signature request
You can either create a status or use an existing status. Head over to your pipeline settings and click to manage the status where you are going to add the status automation.
This automation is going to act as the trigger to create the agreement in Docusign and initiate the signature request (we will get to setting those up in the following steps).
Set the Trigger to be ‘Enters Status’, set the Action to be ‘Send Webhook’, paste the URL from the Zap trigger and click ‘Create Automation’:
Now head over to your pipeline within Forefront and add a tests lead into an adjacent status (so that you can later drag it into the status you set the automation for). It’s best to use a valid email address of yours for the contact of this test lead so that you can later confirm the signature request works.
Now drag the test lead into the status you just set the automation up for. This will allow you to fire off the webhook automation you just created so that you can set the fields properly within Zapier. After you move a lead into the status, the automation with happen and you can go back to Zapier to click the ‘Test Trigger’ button.
You should see a success message and the data for the lead you dragged into the status. Click the continue button:
Step 4: Add Signature Request Action for your Zap
Connect to your Docusign account and click Continue.
Set the template id for your Docusign purchase and sale agreement template you created in Step 1 and ensure recipientrole is set to ‘Editor’ and click Continue:
Now populate the field data for the purchase and sale agreement from the data received by the Forefront status automation and click Continue:
Click Test and confirm the zap works by checking your email to find the signature request.
You’re all done! Celebrate!