DocuSign is the global standard for electronic signatures and agreement management. Our DocuSign integrations connect your signature workflows with CRM, accounting, and document management systems. Contracts trigger automatically from deals, signed documents flow to records management, and completion triggers downstream workflows. Streamline your agreement process from creation to completion.
DocuSign signatures are legally binding worldwide. Our integrations maintain compliance while automating workflows.
Signatures trigger business processes. Completed contracts update CRM, start onboarding, and notify teams automatically.
Beyond signatures, manage the full agreement lifecycle. Templates, routing, reminders, and archival all integrate with your systems.
Connect DocuSign with your entire business ecosystem
Generate contracts from CRM deals and send for signature. Signed agreements update deal status and attach to records automatically.
Automate employee documentation. Offer letters, onboarding forms, and policy acknowledgments send and track automatically.
Completed agreements flow to SharePoint, Google Drive, or document management systems with proper filing and metadata.
Signed contracts trigger financial processes. Invoices generate, revenue recognizes, and payment terms set based on agreement details.
Plus 100+ more systems - if you use it, we can integrate it with DocuSign
We securely connect DocuSign with your other business applications using official APIs and best practices.
Configure how data flows between systems - which fields map where, what triggers sync, and business rules.
Once configured, data flows automatically 24/7. Monitor with dashboards and alerts for complete peace of mind.
Here's how data flows between DocuSign and your connected systems:
┌─────────────────┐ ┌──────────────────┐ ┌─────────────────┐
│ CRM │ │ DocuSign │ │ Document │
│ Deal Won │────▶│ Envelope │────▶│ Management │
└─────────────────┘ └──────────────────┘ └─────────────────┘
│ │ │
│ ▼ │
│ ┌──────────────────┐ │
│ │ Signing Flow │ │
│ │ • Send │ │
│ │ • View │ │
│ │ • Sign │ │
│ │ • Complete │ │
│ └──────────────────┘ │
│ │ │
▼ ▼ ▼
┌─────────┐ ┌─────────────┐ ┌──────────┐
│Contract │ │ Signed │ │ Archived │
│Generated│ │ Document │ │ & Filed │
└─────────┘ └─────────────┘ └──────────┘
Example: Sales Contract Signing Flow
═════════════════════════════════════
1. Sales rep marks deal as "Closed Won" in Salesforce
2. DocuSign envelope generated from template
3. Deal data populates contract merge fields
4. Envelope sent to customer for signature
5. Customer views on any device, signs electronically
6. Sales rep countersigns if required
7. Signed PDF attaches to Salesforce opportunity
8. Deal stage updates to "Contract Signed"
9. Document files to SharePoint/Google Drive
10. Onboarding workflow triggered| Source Field | Target Field | Notes |
|---|---|---|
| Salesforce.Opportunity.Name | DocuSign.Document.ContractName | Contract title |
| Salesforce.Contact.Email | DocuSign.Recipient.Email | Signer email |
| Salesforce.Contact.Name | DocuSign.Recipient.Name | Signer name |
| Salesforce.Opportunity.Amount | DocuSign.Document.ContractValue | Contract amount |
| Salesforce.Account.Name | DocuSign.Document.CompanyName | Client company |
| DocuSign.Envelope.Status | Salesforce.Opportunity.Stage | Status sync |
| DocuSign.Envelope.CompletedDateTime | Salesforce.Opportunity.CloseDate | Sign date |
| DocuSign.Document.SignedPDF | Salesforce.ContentVersion | Signed document |
| DocuSign.Tab.Value | Salesforce.CustomField | Form field values |
| DocuSign.Envelope.EnvelopeId | Salesforce.Opportunity.DocuSignId | Cross-reference |
Sample data structure when syncing from DocuSign:
// DocuSign - Create Envelope from Template
POST https://demo.docusign.net/restapi/v2.1/accounts/{accountId}/envelopes
Authorization: Bearer {access_token}
Content-Type: application/json
{
"templateId": "template-abc123",
"templateRoles": [
{
"email": "customer@acmecorp.com.au",
"name": "John Smith",
"roleName": "Customer",
"tabs": {
"textTabs": [
{
"tabLabel": "CompanyName",
"value": "Acme Corporation"
},
{
"tabLabel": "ContractValue",
"value": "$50,000"
}
],
"dateTabs": [
{
"tabLabel": "StartDate",
"value": "2024-02-01"
}
]
}
},
{
"email": "sales@company.com.au",
"name": "Sales Rep",
"roleName": "Company"
}
],
"status": "sent",
"emailSubject": "Contract Ready for Signature - Acme Corporation",
"emailBlurb": "Please review and sign the attached service agreement."
}
// DocuSign - Envelope Completed Webhook
POST /webhook/docusign/completed
Content-Type: application/json
{
"event": "envelope-completed",
"apiVersion": "v2.1",
"uri": "/envelopes/env-123",
"data": {
"envelopeId": "env-123",
"status": "completed",
"completedDateTime": "2024-01-15T14:30:00Z",
"recipients": {
"signers": [
{
"email": "customer@acmecorp.com.au",
"name": "John Smith",
"status": "completed",
"signedDateTime": "2024-01-15T14:25:00Z"
},
{
"email": "sales@company.com.au",
"name": "Sales Rep",
"status": "completed",
"signedDateTime": "2024-01-15T14:30:00Z"
}
]
},
"envelopeSummary": {
"documentsCombinedUri": "/envelopes/env-123/documents/combined"
}
}
}Beyond system-to-system connections, we build custom AI solutions and interfaces powered by DocuSign data.
AI extracts key terms, dates, and obligations from signed contracts. Automatically populates CRM and business systems with agreement details.
Machine learning analyzes contract language for non-standard clauses and potential risks. Flags unusual terms for legal review before signature.
AI predicts when recipients will sign based on historical patterns. Enables proactive follow-up for deals at risk of stalling.
AI analyzes signing completion rates across templates. Identifies friction points and suggests improvements to increase conversion.
Before starting your DocuSign integration, ensure you have:
“DocuSign with Salesforce integration cut our contract cycle from weeks to days. Sales generates agreements directly from opportunities, clients sign on any device, and closed deals trigger onboarding automatically. Our close rate improved because we move faster.”
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