Connect Docusign integrations
Finalize your business agreements by automating Docusign on Make to collect electronic signatures. Connecting this platform to our workflow automation tool lets you instantly route contract approvals, generate templates from CRM updates, and track signing statuses. Sync completed files to your cloud drives. Sign up today to build your first contract pipeline.
Docusign
This app is supported and maintained by the official vendor DocuSign.
Triggers and actions
Developed, supported and maintained by community users.
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Docusign
Popular Docusign workflows
Automate your Docusign workflows using Make. Connect your favorite tools to sync agreements, track signatures, and save time.
Import signed documents from DocuSign to Google Drive
After 7 days, all documents are downloaded from DocuSign and uploaded to Google Drive. The scenario is designed to run every Monday.
Send documents to sign via DocuSign from new records in Airtable
This template periodically checks for new records in Airtable and uses the retrieved information to send a document retrieved from Google Drive to sing via DocuSign. Your Airtable table should have at least these columns: Name Email Last Modified The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Send documents to sign via DocuSign to e-mails retrieved from Google Sheets
When a new row is created in a Google Sheets spreadsheet, a new request for signing a document is sent to the e-mail. After that, the row is updated so the user knows when the request was sent.
Maximize efficiency: Integrate and automate Docusign workflows with Make.
Connect Docusign to Make to automate your document tasks. Instantly send signing requests from Google Sheets or Airtable, track statuses in real time, and auto-save completed contracts to cloud storage.
Automated document archiving
Automatically save signed contracts directly to your preferred cloud storage, keeping your files organized without any manual downloading.
Seamless form-to-signature workflows
Send contracts for signature automatically using the contact details collected from online forms.
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Instant signature requests
Trigger personalized signing requests the moment a new row is added to Google Sheets or Airtable.
Real-time status tracking
Keep your team updated by automatically logging in your database when a signature request is sent or completed.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.