Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

主要企業が Workato を活用

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DocuSignを自動化すべき理由

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.

Streamline your DocuSign integrations

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  • Build powerful workflows, fast

    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

    単一のプラットフォーム

    • 強力
    • 俊敏性
    • スピード
    • 革新

    Streamline your DocuSign integrations

    関連ソリューション・コンテンツ

    DocuSignとの統合について

    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.

    DocuSignとの統合方法

    • Upload, create, duplicate, or modify documents.
    • Verify the identities of your signees and run background checks.
    • Collect digital payments from signees.

    Let’s start automating

    Schedule a Demo