Connect DocuSign with 100+ apps and create workflow automations easily without any coding.

Now focus on closing more deals and let automation take care of your grunt work! Automatically update deals in your pipeline when a new DocuSign envelope is completed or boost your team morale by sending a Slack notification when you close a new deal. The possibilities are endless. 

Using Automate.io, you can connect DocuSign with 100+ apps and create workflows that get triggered when a new DocuSign envelope is sent, completed or declined. You can also automate the creation of a signature request, while you focus on getting more business for your organization.

Boost your productivity & improve your team collaboration by integrating DocuSign with your other apps like:

Some of the popular workflows DocuSign users can create with Automate.io are:
1. Send Slack notifications when new DocuSign envelopes are completed
2. Update deals in Pipedrive on new envelopes completed in DocuSign
3. Send emails via Gmail on new DocuSign envelopes sent or completed
4. Add new Google Sheets rows for sent or completed DocuSign envelopes
5. Create a Signature Request in DocuSign on a New File in Google Drive

Key Features

  • 100+ Connectors: Connect DocuSign with 100+ popular apps like Slack, Trello, Pipedrive, Dropbox and boost your productivity.
  • No Coding Required: Create simple or multi-step workflows using a drag and drop interface that runs as soon as a new DocuSign enveloped is completed, sent or declined. No IT help required.
  • Powerful Tools: Design workflows the way you want using our in-house tools—format data, add conditional logic, or time delay in your DocuSign workflows.

Video

Automate.io intro video: https://youtu.be/kypYB3Bay5E
How to set up a bot in Automate.io: https://youtu.be/rE3VkpM9wCU

Resources

Got Questions?

help@automate.io 

About the partner 

At Automate.io, our mission is very simple: Help people work smart. We enable businesses to create workflow automations across leading cloud apps without any coding. Over 30,000 businesses across 90+ countries rely on Automate.io to sync data across apps, improve their business processes, and boost their productivity.

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