DocuSign integrations and automations
Why you should automate with DocuSign
send & receive documents
Why these integrations and automations matter:If your requests get lost in employee inboxes, it can actually take longer to get a response with DocuSign. Reach employees where they are by integrating DocuSign with your chat platforms.
Send DocuSign requests and reminders to chatWhen you need an employee signature, you’ll often get the fastest response on Slack, Microsoft Teams, or Facebook Workspace. Send requests and chat reminders by integrating DocuSign with these apps.
Keep employees in the loopAutomatically send notifications to a person or group when someone signs a DocuSign document. For instance, you could set up custom logic that sends the sales team a Slack message whenever a client signs a >$100K contract.
Request DocuSign documents without switching appsSay you’re discussing a purchase order with a colleague in Slack. You can easily request the colleague’s signature on the purchase order by using custom logic to initiate the request in Slack.
Do everything in one place
Customize your DocuSign integration with the following triggers and actions.
When this happens…
- New document receivedNew document received in DocuSign
- New document eventNew document event in DocuSign
- New recipient event Real-timeNew recipient event in DocuSign
Any other trigger you can think up
- Custom actionCustom action in DocuSign (Custom)
- Create/send documentCreate/send document for signing in DocuSign
- Download documentDownload document from DocuSign
- List documents in envelopeList documents in DocuSign
- Send document using a templateSend document using a template in DocuSign
Any other action you can think up
Let us tailor your DocuSign integrations
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About DocuSign Integrations
Businesses often struggle to collect and manage signatures for contracts, purchase orders, user agreements, and other important documents. Even if your business needs to complete these documents quickly, getting the right signatures from employees, clients, or customers can hold up the process.
DocuSign is a digital transaction platform that lets you share documents and request, gather, and manage electronic signatures. DocuSign helps you get the right documents in front of the right people and, once you’ve requested a signature, it automatically sends notifications and reminders so you get the signatures you need without having to chase down every person.
DocuSign can do even more though. Integrate DocuSign with your other business software to customize notifications, automate signature requests, and seamlessly store documents.
How you can integrate DocuSign
- Upload, create, duplicate, or modify documents.
- Verify the identities of your signees and run background checks.
- Collect digital payments from signees.