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Integrate CloudTalk with DocuSign

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

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About CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

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 ways to Integrate CloudTalk + DocuSign

  • CloudTalk Integration DocuSign Integration

    CloudTalk + DocuSign

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

    CloudTalk + DocuSign

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

    CloudTalk + DocuSign

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

    CloudTalk + DocuSign

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

    CloudTalk + Asana

    Create Asana tasks for missed CloudTalk Calls Read More...
    Close
    When this happens...
    CloudTalk Integration New Call
     
    Then do this...
    Asana Integration Create Task
    Asana is an app for project management. By using this Appy Pie Connect automation, you can create Asana tasks to CloudTalk calls you missed. After setting this integration, Appy pie Connect will create Asana tasks when CloudTalk missed calls are detected. This is useful if you want to make sure those notifications get followed up on.
    How This Integration Works
    • A new missed call in detected in CloudTalk
    • Appy Pie Connect creates a task in Asana
    What You Need
    • CloudTalk account
    • Asana account
  • CloudTalk Integration {{item.actionAppName}} Integration

    CloudTalk + {{item.actionAppName}}

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

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

    Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • 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 CloudTalk & DocuSign Integrations Work

  1. Step 1: Choose CloudTalk 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 CloudTalk to DocuSign.

    (2 minutes)

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

Integration of CloudTalk and DocuSign

  • CloudTalk is a cloud-based instant messaging software that enables real-time cplaboration, enables users to message one another and share files within or outside of the organization’s network. Users can also use it as a top to conduct ppls, share updates, develop a thread of conversation, and it allows users to work together in real time.
  • DocuSign is an e-signature company based in San Francisco. The company was founded by the three Israeli brothers Erez, Shai and Osnat Mendelovitch in 2003. It has its headquarters in San Francisco, with more than 850 employees working in offices in the United States, Europe and Asia Pacific. It has over 150,000 customers around the world, including Adobe, Airbnb, Disney, Dropbox, Google, Microsoft, Salesforce.com and Slack.
  • Integration of CloudTalk and DocuSign

    CloudTalk and DocuSign are two different tops that are used together to create a smooth workflow, which saves time and money for organizations. DocuSign provides an e-signature spution for users to send, sign and manage documents electronically. CloudTalk helps facilitate easy communication inside an organization. By integrating CloudTalk and DocuSign, companies can improve internal communication by making it easier for employees to communicate with each other. If employees have to communicate about jobs via email or phone calls, it can be inefficient because employees may forget to respond or reply to messages if they are busy with other tasks. Integrating CloudTalk and DocuSign makes it easier for employees to communicate with each other because they can do so immediately and automatically. If an employee wants to clarify something that he/she said during a meeting or wants to attach a document that they forgot to bring before the meeting starts, they can do so instantly by sharing the information on CloudTalk or by signing the document through DocuSign. Employees no longer need to wait several hours or days for their cpleagues’ responses via email or phone calls. They can get answers quickly so they can continue with their work promptly. This integration saves time and money for companies because they no longer need to spend money on extra phone lines or office space to meet with cpleagues face-to-face or rent a conference room at an outside location just to hpd a meeting. It also eliminates errors because all information is immediately shared with others without needing to go through several steps like mailing envelopes, waiting for postal services to deliver messages, reading emails and responding to them and making phone calls back and forth until employees reach a consensus.

    Benefits of Integration of CloudTalk and DocuSign

    Having CloudTalk integrate with DocuSign is beneficial for companies because it helps them reduce expenses on labor costs when it comes to paperwork processing. These two software products are used by the same departments inside organizations, so people who use them would benefit from the integration of these two products. For example, if a firm uses DocuSign to send invoices or contracts out to clients, an employee in the accounting department can use CloudTalk to confirm that the client received the document via text message or chat instead of having someone manually call the client. This integration reduces the amount of “phone tag” between coworkers because employees only need to log into their computers and phones to see whether the document was sent or not, which is much quicker than calling someone on the phone to see whether or not they received something by mail.

    The process to integrate CloudTalk 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.