DocuSign integrations and automations

Seamlessly connect DocuSign with other tools. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Why you should automate with DocuSign

send & receive documents

send & receive documents
speed up paperwork
automate onboarding
authorize network access

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 chat

When 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 loop

Automatically 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 apps

Say 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

Triggers

When this happens…

DocuSign

New document received
New document received in DocuSign
New document event
New document event in DocuSign
New recipient event Real-time
New recipient event in DocuSign

Any other trigger you can think up

Actions

Do this…

DocuSign

Custom action
Custom action in DocuSign (Custom)
Create/send document
Create/send document for signing in DocuSign
Download document
Download document from DocuSign
List documents in envelope Batch
List documents in DocuSign
Send document using a template
Send 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.