Integrate Autotask with DocuSign

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

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About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

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
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Best Autotask and DocuSign Integrations

  • Autotask Integration DocuSign Integration

    Autotask + DocuSign

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

    Autotask + DocuSign

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

    Autotask + DocuSign

    Send Envelope in DocuSign when New or Updated Contact is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New or Updated Contact
     
    Then do this...
    DocuSign Integration Send Envelope
  • Autotask Integration DocuSign Integration

    Autotask + DocuSign

    Create Signature Request to DocuSign from New or Updated Contact in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New or Updated Contact
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Autotask Integration DocuSign Integration

    Autotask + DocuSign

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

    Autotask + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

  • 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 Autotask & DocuSign Integrations Work

  1. Step 1: Choose Autotask 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 Autotask to DocuSign.

    (2 minutes)

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

Integration of Autotask and DocuSign

Autotask is a software that allows you to manage your sales pipeline and keep track of the status of your clients. It is a great tool for small business owners and consultants. This program is easy to use and affordable. It has many features that allow you to save time, improve efficiency and prevent mistakes.Autotask is a cloud-based tool that helps you to connect with your clients and keep track of all the steps in the process of sale. It provides you with the ability to send invoices, track payments, create quotes and contracts, store data about your clients and employees, create reports, etc.With Autotask you can get in touch with clients by sending emails, making phone calls, sharing files and documents, etc. The program contains a CRM system that allows tracking relationships with clients and prospects.Besides the fact that Autotask is convenient and easy to use, its price is very affordable. In addition, this program is constantly being developed. New features are always being added, in order to make it more efficient and user-friendly.A good example of how Autotask can help you is the fact that this program has integrations with other programs that will surely come in handy. One of them is DocuSign, which will be discussed later in this article.DocuSign is a program for signing documents electronically, which can be used together with Autotask. It allows you to sign documents securely from any device with an internet connection. This makes it possible to approve contracts and send them back to clients in just a few minutes.This program is very easy to use and affordable too. You can try DocuSign for free for thirty days. After the trial period you can start using it for $10 per month per user or $50 per month per user for the Premium plan that comes with additional features.You can integrate DocuSign with Autotask by using a special add-on. The integration will enable you to sign documents directly from Autotask, without leaving the program and without printing anything out. All you need to do is select a document, enter your signature into the app and send it back to the client.DocuSign can also be used by sales staff to send proposals, quotes and invoices digitally via email or by sending them directly into your Autotask account. When a prospect signs a document, he or she agrees to its content and sends it back to you through DocuSign.In this way, both salespeople and customers benefit from the integration of these two programs. salespeople because they no longer have to print documents out; customers because they don't have to waste their time by going to a notary's office or driving somewhere else in order to sign paperwork.

Autotask and DocuSign offer different benefits for each party involved in the deal – the customer or prospect (in our case), and the salesperson (us.For customers:

  • They can approve contracts and send them back immediately without having to go anywhere else than their own home or office.
  • Their signature is embedded into the electronic document, which means their signature cannot be faked or duplicated by accident. This reduces time required for paperwork processing significantly.

3. They can access all documents anytime from anywhere with an internet connection. This makes it possible for them to use their time efficiently and not waste it on unnecessary trips made for signing a piece of paper or waiting in line at a notary's office.3. It saves them money since there are no costs for printing paper. Besides this benefit, there are no annual fees or hidden costs associated with digital signatures as opposed to notary services/signing agents who charge upfront fees for setting up accounts plus per-document fees for every document signed.4. Documents are verified and sent back almost immediately after they are signed, which means customers will have access to them faster than if they were sent via snail mail or faxed in paper form from a printer on site or someone's desk. Digital communication is faster than physical communication.5. It is impossible to lose important documents due to paper jams or ink runs – all documents are stored in one place, accessible at anytime from any device with an internet connection.6. Since digital communication is more secure than physical communication, only authorized users have access to signed documents, which protects customers' sensitive data from being accessed by unauthorized parties whose identities are unknown until a court order is obtained for records production or subpoena for testimony/evidence is filed with the court. Employees or management may also access signed documents if a court order is obtained if needed in litigation or litigation support activities, such as audits or investigations where documents must be produced promptly upon request for review as part of an investigation or litigation support activity in response to legal discovery requests or subpoenas in litigation related matters (eDiscovery.7. There is no need for couriers since everything can be done digitally within seconds without having to wait for anything else than confirmation of successful delivery of documents via email notification sent automatically by DocuSign when a document is sent back after being signed or accepted electronically (acknowledged.8. Managers have access to information about when contracts were signed digitally as well as when they were acknowledged electronically (signed. so they can identify if there was any lag between the 2 events so they could take appropriate action such as follow up with sales reps/customers if needed or investigate why there was lag in certain circumstances such as if there was high volume affecting processing times even though average processing times were met (if it was caused by slowness on servers due to high traffic.9. Sales reps have access to information about what documents were signed electronically so they can easily verify if their prospect/customer has signed contracts/agreements electronically even though it should not be necessary because it would be considered standard protocol since every contract/agreement should be signed electronically by default unless otherwise instructed by their manager/prospect/customer/client but still useful just in case their prospect/customer did not follow standard protocol in some instances especially if contract/agreement does not need to be returned in original form yet still needs to be kept on record as proof of agreement between parties especially if sales rep has stated verbally that contract/agreement will be signed electronically but has not confirmed whether their prospect/customer agreed verbally but did not follow through with signing electronically on record yet sales rep wants proof that verbal agreement was actually made because he/she does not want his/her manager thinking he/she made something up even though he/she did not unless required by law such as ADA requirements that require original signature on file although contract/agreement does not need to be signed physically because signature is embedded electronically into document already but still required by law so sales rep needs proof of agreement between parties just in case his/her manager asks him/her about it later especially if his manager asks him/her why he/she did not confirm with their prospect/customer verbally that contract/agreement will be signed electronically yet still wanted proof of agreement between parties since he/she did verbally agree but did not follow through with signing electronically on record yet sales rep could show proof of verbal agreement since he/she has received acknowledgement that contract/agreement was signed electronically from his/her prospect/customer via email notification sent automatically by DocuSign when a document is sent back after being signed or accepted electronically (acknowledged.

  • Sales reps know what contracts/agreements are currently in draft form since they have access to information about them and what contracts/agreements have been signed digitally on record since they have access to information about them as well and their status has been changed from "Draft" status to "Signed" status so they can easily verify what they need to do next based on whatever procedure might be followed in their office such as move contract/agreement into final form stage if required stage before moving onto next step such as pricing stage because contract/agreement has already been approved but must still be finalized before being sent out officially such as officially printing contract/agreement via PDF format after all amendments have been inputted into PDF format version of contract/agreement because sales rep does not want his/her manager thinking he/she made something up even though he/she did not unless required by law such as ADA requirements that require original signature on file although contract/agreement does not need to be signed physically because signature is embedded electronically into document already but still required by law so sales rep needs proof of agreement between parties just in case his/her manager asks him/her about it later especially if his manager asks him/her why he/she did not confirm with their prospect/customer verbally that contract/agreement will be signed electronically yet still wanted

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