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Integrate DEAR Inventory with DocuSign

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

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About DEAR Inventory

DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.

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 DEAR Inventory + DocuSign

  • DEAR Inventory Integration DocuSign Integration

    DEAR Inventory + DocuSign

    Send Envelope in DocuSign when New Customer OR Updated Customer is created in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory Integration New Customer OR Updated Customer
     
    Then do this...
    DocuSign Integration Send Envelope
  • DEAR Inventory Integration DocuSign Integration

    DEAR Inventory + DocuSign

    Create Signature Request to DocuSign from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory Integration New Customer OR Updated Customer
     
    Then do this...
    DocuSign Integration Create Signature Request
  • DEAR Inventory Integration Salesforce Integration

    DEAR Inventory + Salesforce

    Add DEAR Inventory customers to Salesforce as new contacts Read More...
    Close
    When this happens...
    DEAR Inventory Integration New Customer OR Updated Customer
     
    Then do this...
    Salesforce Integration Create Record
    Maintain the accuracy of your customer datasets in your CRM and inventory management software. When a new customer is added to the DEAR Inventory, create a matching record in Salesforce so lead information can be sent directly to sales reps for follow up. Once active, this integration will automatically create a new contact in Salesforce for every new DEAR customer. This integration is perfect if you want to create your own personalized workflow of Salesforce data.
    How This DEAR - Salesforce Integration Works
    • A new customer is added to DEAR
    • Appy Pie Connect adds a new contact to Salesforce
    What You Need
    • DEAR account
    • Salesforce account
  • DEAR Inventory Integration Gmail Integration

    DEAR Inventory + Gmail

    Create Draft to Gmail from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory Integration New Customer OR Updated Customer
     
    Then do this...
    Gmail Integration Create Draft
  • DEAR Inventory Integration Gmail Integration

    DEAR Inventory + Gmail

    Send Email in Gmail when New Customer OR Updated Customer is created in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory Integration New Customer OR Updated Customer
     
    Then do this...
    Gmail Integration Send Email
  • DEAR Inventory Integration {{item.actionAppName}} Integration

    DEAR Inventory + {{item.actionAppName}}

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

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

    Triggers
  • New Customer OR Updated Customer

    Triggered when customers are created or updated.

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Create Invoice

    Create Sales Invoice

  • Create Sale

    Create a new sale.

  • Create Sale Order

    Create Sales order.

  • Create Sale Quote

    Creates a sales quote.

  • 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 DEAR Inventory & DocuSign Integrations Work

  1. Step 1: Choose DEAR Inventory 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 DEAR Inventory to DocuSign.

    (2 minutes)

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

Integration of DEAR Inventory and DocuSign

DEAR Inventory?

DEAR stands for “Document Exchange and Receive Automated Records”. This system was developed by the US Department of Defense (DoD. to help reduce paperwork and increase efficiency in their business processes. DEAR Inventory is based on the DoD’s Enterprise Content Management (ECM. system which works in conjunction with other DoD systems called the Defense Acquisition Workflow Spution (DAWSS. to help manage the acquisition process for both the military services and the DoD.

  • DocuSign?
  • DocuSign is a digital signature service that allows users to digitally sign existing documents, agreements, forms or contracts electronically and securely. The service uses cloud computing to provide an online platform that assists users in signing documents and eliminating the need to print, fax or scan a physical document. Documents are stored in one place instead of being stored in multiple places and can be accessed by multiple people at any time. These documents can also be converted into a PDF or Word format for ease of use and accessibility.

  • Integration of DEAR Inventory and DocuSign
  • The DEAR Inventory program is commonly used within the DoD to manage their acquisition process, but does not currently integrate well with DocuSign. However, they have a web-based electronic signature form which can be imported into DocuSign as a template. This allows users to use their existing DEAR processes in conjunction with DocuSign so both programs can work together in creating a more efficient workflow.

  • Benefits of Integration of DEAR Inventory and DocuSign
  • Integration of these two systems would improve the DoD’s business processes by helping them streamline their workflows. One benefit of doing so would be better information sharing between different departments or teams within the DoD. It would also allow the DoD to move towards cloud computing which would make it easier for users to access their documents from anywhere in the world at any time. The integration would also help improve communication within the DoD by creating a faster method of making changes or updates to documents that are already signed by multiple parties. By using an online document signing service like DocuSign, it would be possible for users to get timely updates rather than going through the tedious process of printing, faxing or scanning a hard copy. This would also improve security by reducing paper documentation while still maintaining all of the necessary information about the process. Overall, integration of these systems could help make sure that the DoD is able to maintain their mission while saving time and money.

    The process to integrate DEAR Inventory and Clubhouse 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.