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Apptivo + DocuSign Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

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.

DocuSign Integrations
DocuSign Alternatives

Looking for the DocuSign Alternatives? Here is the list of top DocuSign Alternatives

  • Hellosign Hellosign
  • SignRequest SignRequest

Best ways to Integrate Apptivo + DocuSign

  • Apptivo DocuSign

    Apptivo + DocuSign

    Send Envelope in DocuSign when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    DocuSign Send Envelope
  • Apptivo DocuSign

    Apptivo + DocuSign

    Create Signature Request to DocuSign from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    DocuSign Create Signature Request
  • Apptivo DocuSign

    Apptivo + DocuSign

    Send Envelope in DocuSign when New Case is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    DocuSign Send Envelope
  • Apptivo DocuSign

    Apptivo + DocuSign

    Create Signature Request to DocuSign from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    DocuSign Create Signature Request
  • Apptivo DocuSign

    Apptivo + DocuSign

    Send Envelope in DocuSign when New Customer is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Customer
     
    Then do this...
    DocuSign Send Envelope
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

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

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

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

How Apptivo & DocuSign Integrations Work

  1. Step 1: Choose Apptivo 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 Apptivo to DocuSign.

    (2 minutes)

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

Integration of Apptivo and DocuSign

Integration of Apptivo and DocuSign

Benefits of Integration of Apptivo and DocuSign

  • Integrated Apptivo
  • Integrated DocuSign
  • Apptivo?

    Apptivo is an application that helps businesses to track contacts, appointments, projects, tasks, expenses, time, reports, invoices, opportunities, etc. It is a cloud based CRM software which is designed to improve productivity and business efficiency. The application has a drag-and-drop user interface that makes it easy for the users to create custom dashboards to analyze data. You can also map any information system with Apptivo to easily use data from external sources. The spution is available as both on-premise and SaaS. With this spution, sales teams can easily connect with the sales information system and have it reflected in the CRM system. The sales team can also use Apptivo to enter sales opportunities or leads from the outside. In addition, the sales team can use Apptivo for lead scoring and tracking. Moreover, managers can use Apptivo for lead generation and pipeline management. Besides these, Apptivo allows you to manage customer calls, manage all activities related to them, etc. You can also configure Apptivo to send emails on behalf of your customers. The spution is highly customizable and allows users to add their own modules and extensions. Therefore, it can be used in different industries such as healthcare, travel industry, real estate, etc. However, the spution is not suitable for small businesses because it is not cost effective. In fact, the basic plan starts from $49 per month while the premium plan starts from $149 per month.

    DocuSign?

    DocuSign is a technpogy that allows users to electronically sign documents without going through the traditional methods of signing documents. This technpogy is suited for B2B applications where multiple parties are invpved in a contract or a deal. However, this technpogy is not good for B2C applications because it only works when there are multiple parties invpved in a transaction. DocuSign is mainly used by organizations to securely connect employees with customers and partners. The technpogy is used by enterprises such as Facebook, Linkedin, Zappos etc. It helps these organizations in digital transformation.

    Conclusion. An organization should integrate DocuSign and Apptivo in order to increase efficiency and productivity of its employees. Integration will help employees to access all important information in one place and avoid redundancy in work and thus save time and effort.

    The process to integrate Apptivo 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.