ConvertKit + DocuSign Integrations
Appy Pie Connect allows you to automate multiple workflows between ConvertKit and DocuSign
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ConvertKit is an email marketing software that helps online creators earn a living through email marketing.
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 IntegrationsLooking for the DocuSign Alternatives? Here is the list of top DocuSign Alternatives
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Hellosign
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SignRequest
Best ways to Integrate ConvertKit + DocuSign
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ConvertKit + DocuSign
Send Envelope in DocuSign when New Subscriber is created in ConvertKit Read More...When this happens...
New Subscriber
Then do this...
Send Envelope
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ConvertKit + DocuSign
Create Signature Request to DocuSign from New Subscriber in ConvertKit Read More...When this happens...
New Subscriber
Then do this...
Create Signature Request
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ConvertKit + DocuSign
Send Envelope in DocuSign when New Purchase is created in ConvertKit Read More...When this happens...
New Purchase
Then do this...
Send Envelope
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ConvertKit + DocuSign
Create Signature Request to DocuSign from New Purchase in ConvertKit Read More...When this happens...
New Purchase
Then do this...
Create Signature Request
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ConvertKit + DocuSign
Send Envelope in DocuSign when New Form Subscriber is created in ConvertKit Read More...When this happens...
New Form Subscriber
Then do this...
Send Envelope
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect ConvertKit + DocuSign without coding knowledge. Start creating your own business flow.
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New Form Subscriber
Triggers when a subscription occurs on a specific form.
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New Purchase
Triggers when a new purchase is added to your account.
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New Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
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New Tag Subscriber
Triggers when a specific tag is added to a subscriber.
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New Update Envelope
Trigger when a status of the envelope changed.
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Add Subscriber to Form
Subscribe someone to a specific form.
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Add Tag to Subscriber
Add a subscriber to a specific tag.
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Create or Update Purchase
Adds a purchase to a subscriber, or updates an existing purchase.
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Remove Tag From Subscriber
Remove a specific tag from a subscriber if they have it.
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Create Signature Request
Create Signature Request
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Send Envelope
Send Envelope
How ConvertKit & DocuSign Integrations Work
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Step 1: Choose ConvertKit as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick DocuSign as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from ConvertKit to DocuSign.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of ConvertKit and DocuSign
ConvertKit is a company that offers email marketing sputions. It was founded in 2013 by Nathan Barry and it is based in Lincpn, Nebraska.
DocuSign is a cloud-based digital transaction management (DTM. platform. It provides businesses and consumers with the ability to electronically sign, send and track documents and agreements, without the need for paper. DocuSign was Founded in 2003 by Keith Krach, Steve Jobs, and Dan Bernstein, and is headquartered in San Francisco, California.
Integration of ConvertKit and DocuSign
The integration of ConvertKit and DocuSign allows users to create, send, and track DTM agreements from within ConvertKit. The integration offers several benefits to both ConvertKit and DocuSign customers.
Benefits for ConvertKit Customers:
- ConvertKit Customers can integrate DTM agreements into their emails, allowing for a seamless experience for their users.
- Users can create agreements from within ConvertKit and then link it to an email campaign. This means that there is no need to create the agreement through DocuSign first and then link it to an email campaign.
- Users can schedule when they want their agreements to start and stop. They can also set up triggers that will allow them to automatically start or stop agreements. These triggers are based on dates, contacts, form entries, or events. For example, if a user has a contest that they wish to run over a certain period of time they can set a trigger so that the contest begins after the contest form is submitted. If the user wants the contest to end on a particular date they can set a trigger so that the contest ends on that date.
- Users can see how well their DTM agreements are performing by conducting A/B testing. For example, you can create two DTM agreements for the same agreement and then test which one works better for your business. You can also see what types of recipients respond to certain DTM agreements better than others. For example, if a user creates an agreement for his or her employees and wants to see what type of response rate he or she gets from these employees they can create an agreement for one employee group and then another agreement for another employee group and see what response rates each group gives back. This data can be used to improve future email campaigns by targeting specific groups of people with specific DTM agreements.
Benefits for DocuSign Customers:
- DocuSign Customers can use the integration to cplect data from their users that they do not get when using DocuSign alone. This includes data like how many times the agreement was viewed, how many times it was opened, and how many times the agreement was filled out.
- DocuSign Customers have access to dashboard reports from ConvertKit regarding the performance of their DTM agreements in email campaigns. This allows DocuSign customers to be able to know how well their DTM agreements are doing in their email campaigns without having to conduct A/B testing themselves (this may take some time. This means that they will be able to focus more on getting new clients and less on trying to figure out how well their DTM agreements perform in email campaigns.
- Document templates are available within ConvertKit that users can choose from when creating new agreements or editing existing ones. This ensures that users will always have high-quality templates available to them when using ConvertKit with DocuSign. Additionally, users can customize their templates before sending them out to their recipients if they wish to do so. Additionally, users can easily share templates with other users within their organization if they wish as well. This makes it easy for everyone in your organization to create high-quality DTM agreements consistently (if you are a large organization.
The process to integrate ConvertKit 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.
