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Apps that can be integrated with DocuSign
HubSpot
Pipedrive
ActiveCampaign
Jotform
Typeform
Stripe
Trello
INTEGRATIONS
DocuSign Integrations with Cloudify
With CRM systems
Integrate DocuSign with your CRM app that will enable secure signing of the documents along with tracking of the documents.
How does it work?
Users can create, send and track DocuSign envelopes directly from the CRM apps.
Documents
Automatically send the DocuSign envelope when a deal is won in the CRM app.
Activity
With a new or updated activity in the CRM app you can create a signature request in DocuSign automatically.
With payment systems
Integrate DocuSign with payment apps to manage your customer payments based on the document status, whether it is signed or not.
How does it work?
When the customer signs a document, you can then accept the payment or send payment request instantly and automatically with this integration.
Payments
Send payment requests or accept payments when you receive a signed document with DocuSign integrations.
With project management system
Integrate DocuSign with the project management system and prioritise your tasks based on the verified documents.
How does it work?
When a document is signed by the customer, then the task or card is created in the project management app along with prioritisation based on the urgency.
Comments
When there is a signed document envelope, a task comment is added automatically.
Signature
When a new task is created or a card is added, automatically a signature request is sent to the customer.
FEATURES
Benefits of integrating DocuSign with Cloudify
Bringing payments together
You can view your existing agreements as well as launch new ones right from the payment gateway with DocuSign integration.
Streamlining procurement
Overcome the issues related to the procurement team and increase cross departmental collaboration.
Automating document approvals
Get faster approvals using e-signatures in DocuSign and collaborating it with other apps.
Customer communication
Send automated messages or emails for signed DocuSign envelopes.
Get Started
Start the conversation about how Cloudify can help your business. Got a particular question or want to schedule a call?
