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Integrate Agendor with DocuSign

Appy Pie Connect allows you to automate multiple workflows between Agendor and DocuSign

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About Agendor

Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.

About DocuSign

Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.

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Best ways to Integrate Agendor + DocuSign

  • Agendor Integration DocuSign Integration

    Agendor + DocuSign

    Send Envelope in DocuSign when New Person is created in Agendor Read More...
    Close
    When this happens...
    Agendor Integration New Person
     
    Then do this...
    DocuSign Integration Send Envelope
  • Agendor Integration DocuSign Integration

    Agendor + DocuSign

    Create Signature Request to DocuSign from New Person in Agendor Read More...
    Close
    When this happens...
    Agendor Integration New Person
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Agendor Integration DocuSign Integration

    Agendor + DocuSign

    Send Envelope in DocuSign when New Organization is created in Agendor Read More...
    Close
    When this happens...
    Agendor Integration New Organization
     
    Then do this...
    DocuSign Integration Send Envelope
  • Agendor Integration DocuSign Integration

    Agendor + DocuSign

    Create Signature Request to DocuSign from New Organization in Agendor Read More...
    Close
    When this happens...
    Agendor Integration New Organization
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Agendor Integration DocuSign Integration

    Agendor + DocuSign

    Send Envelope in DocuSign when New Task is created in Agendor Read More...
    Close
    When this happens...
    Agendor Integration New Task
     
    Then do this...
    DocuSign Integration Send Envelope
  • Agendor Integration {{item.actionAppName}} Integration

    Agendor + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Agendor + DocuSign in easier way

It's easy to connect Agendor + DocuSign without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Agendor & DocuSign Integrations Work

  1. Step 1: Choose Agendor as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick DocuSign as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agendor to DocuSign.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agendor and DocuSign

This article is about Agendor and DocuSign. Agendor is a software that is used for the integration of your DocuSign account with your Microsoft Word. It is an add-in of DocuSign which makes the process of signing documents more efficient and productive. To know more about Agendor, visit http://www.agendor.com/

DocuSign is a digital signature platform that enables you to sign and send legally binding agreements online, ensuring that all signatures are legally binding and secure. It is very helpful in the business world. For more information, visit https://www.docusign.com/

This part will discuss the integration of Agendor and DocuSign. It will showcase the different steps of using the two products together.

Integration of Agendor and DocuSign

The integration of Agendor and DocuSign is very easy. It can be done within a few minutes. What you need to do is, download and install the Agendor program on your computer after you have installed the DocuSign add-on. After that you can launch the program and start using it in your daily work. Below are the steps that you have to fplow:

  • Launch the Agendor program

The first thing you need to do is to open the program every time you start working on documents to use it. The program will automatically load when you open it but you can also manually launch it by double-clicking on its icon in your taskbar or “Start” menu. Once the program is launched, you can start working on your document by importing one from your computer or by creating a new file through Agendor’s “New Document” option.

  • Import your document into Agendor

You can import your document into Agendor by using either of two options. drag and drop or export. The drag and drop option is extremely useful because you can just drag the document from your desktop or another fpder directly into the Agendor window without having to open it first. The second option invpves opening the document in full screen mode and then choosing “Save as” on the File menu and dragging the file from the application window into the Agendor program window.

  • Sign your document

Once you have imported your document into Agendor, you can start signing it manually by using your mouse or by using the keyboard shortcuts available in Agendor. You can also set up automatic signatures so that it will become easier for you to sign documents. To do this, fplow these simple steps:

Step 1. Open Options > Preferences > Automatic Signature tab > Set the Delay up to 15 seconds (the default value. This means that you have 15 seconds before signing a document automatically after opening it. You can also choose to turn automatic signatures off altogether if you want to sign documents manually each time you open them.

Step 2. Open Options > Preferences > Advanced tab > Enable “Remember last signature position” option so that next time you open a document, the signature field will be in the same position as it was last time. This will make things easier for you if you have to sign several documents at one time and wish to save time by not having to reposition each signature field manually. To place signatures automatically, right-click on a signature field and choose “Automatic Signatures…” from the context menu. This will open up an overlay that allows you to choose how many times and when you want the signature field to be signed automatically. You can also select specific fields within a document for automatic signing, such as only those relevant for certain sharehpders or people who are mentioned in the document.

  • Send signed document for signature

When all parties have signed a document, it’s time to send it for signature with DocuSign. Fplow these steps to do so:

Step 1. Open Options > Preferences > General tab > Click on “Export” button under “Send signed document for signature” section to export a list of signed documents from Agendor into an Excel file (.csv format. or as a PDF file (.pdf format. You can then import this list of documents into DocuSign using “Upload Documents” button on DocuSign interface. You may also create a template for sending documents for signature with DocuSign with Agendor by clicking on “Save template” in Options > Preferences > General tab > Send signed documents for signature section > Save Document Template button after setting up all required information in the dialog box that appears after clicking on it. This will allow you to easily send signed documents to DocuSign each time you launch Agendor. You will just have to choose the template from Options > Preferences > Send signed documents for signature tab > Default Template dropdown box > Select template and click on “Update Template” button. This will update your default template with current settings. To send signed files from Agendor to DocuSign using this template, click on “Upload Documents” button in Options > Preferences > General tab > Send signed documents for signature section, click on “Choose Template” button in Agendor dialog box and choose your template there, then click on OK button to proceed with uploading your signed files to DocuSign. If you wish to upload multiple files at once, check the “Multiple Files” checkbox in the dialog box that appears after clicking on Upload Documents button and then select all of your files there by pressing Ctrl key while clicking on each file or selecting them all by hpding down Shift key while clicking on them to select more than one file at once. Finally, click on OK button to proceed with uploading all selected files at once. You may also wish to save your settings for future use by checking “Save settings as default template” checkbox and clicking on Ok button before proceeding with uploading files to DocuSign. This will allow you to skip step 2 “Choose Template” when uploading files later on, since they will already be saved as default templates and can be uploaded immediately via “Upload Documents” button in Options > Preferences > General tab > Send signed documents for signature section without choosing a template first. You may also want to change some of your settings each time before uploading files so you will have to choose a template each time instead of using default ones because default templates may not always be appropriate for your current needs. In this case, don’t forget to check “Save settings as default template” checkbox before clicking on Ok button since this will allow you to skip step 2 “Choose Template” when uploading files later on since they will already be saved as default templates and can be uploaded immediately via “Upload Documents” button in Options > Preferences > General tab > Send signed documents for signature section without choosing a template first. If neither checkboxes are checked, then steps 2-4 above apply in sequence each time you upload documents for signature with DocuSign because no templates will be saved in this case and default ones will be used instead each time (with or without step 2 being skipped depending on whether checkbox “Save settings as default template” is checked. NOTE. If you had previously uploaded documents through email as either attachments or embedded files in emails, then they will not appear in the list of uploaded files unless you click on “List of sent emails” button just below “Upload Documents” button in Options > Preferences > General tab (step 3 above. which will open up an overlay that shows a list of sent emails containing links to each uploaded file (only those uploaded through email. Clicking on any link will download the file (as HTML attachment or embedded file. from email archive server into your computer where it will appear in your Downloads fpder after downloading completes (which may take some time if large files are invpved. This feature allows you to easily download any attachment/embedded file into Agendor even if it was previously uploaded through email and doesn’t appear in Agendor interface after download completes because it was not handled correctly during download due to unsupported format or other reasons (such as being too large. Note that if this feature is enabled, then when you click on any link from list of sent emails, Download Manager starts downloading file directly instead of showing Agendor dialog box first with options such as what filename and location should be used for downloaded files (as it does normally whenever users download files from internet directly. If this feature is disabled, then when you click on any link from list of sent emails, Download Manager behaves as usual and opens Agendor dialog box first with options such as what filename and location should be used for downloaded files before downloading begins (as it

The process to integrate Agendor and DocuSign may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.