VTiger 7.1 Open Source - Web 2 lead form using Jot Forms with DocuSign Addition

Hello,

I would like to use JotForms to create Web to lead forms for VTiger.

Use Case

1) New lead contact to my CRM completes a web to lead application form on my website or through a Jotform email link from my CRM. This must be an expiring link.

2) The new lead contact completes the form input and clicks the eSign option

3) [background process]The form input is consumed by Vtiger and creates a new (or updates current) lead record

4) The new lead contact is redirected to DocuSign where they will adopt and sign the completed form document.

5) The VTiger email parser will pick up the response from DocuSign, and attach the signed document into the lead record

6) VTiger will send an email notification ( and likely change the lead status) to the assigned user when both #3 and #5 above are completed.

I will use the eSign integration with JotForms to do this.

I know there are other eSignature options for VTiger but I dont like any of them, and until I can completely speck out a custom module for this -- I would like to implement this process in the short run.

Asiakkuudenhallinta MySQL PHP vTiger

Projektin tunnus: #16442032

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