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Integrate DocuSign with Alegra

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

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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.

About Alegra

Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.

Alegra Integrations

Best DocuSign and Alegra Integrations

  • DocuSign Integration DocuSign Integration

    Alegra + DocuSign

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

    Alegra + DocuSign

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

    Alegra + DocuSign

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

    Alegra + DocuSign

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

    Alegra + DocuSign

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

    DocuSign + {{item.actionAppName}}

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

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

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers when a new estimate is created in Alegra.

  • New Invoice

    Triggers when a new invoice is created.

  • New Item

    Triggers when a new product or service is created.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Contact

    Crear un contacto nuevo. Creates a new contact.

  • Create Estimate

    Crear una nueva cotización. Creates a new estimate.

  • Create Invoice

    Crear una nueva factura de venta. Create a new invoice.

  • Create Invoice Payment

    Create a new Invoice Payment. Crear un nuevo pago a factura.

  • Create Item

    Crear ítem en Alegra. Create a Item in Alegra.

  • Create Tax

    Crear un impuesto para ítems. Create a Tax for Items.

  • Send Estimate

    Enviar una cotización por correo. Send an estimate via email.

  • Send Invoice

    Enviar una factura por email. Send an invoice by email.

  • Update Contact

    Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.

  • Update Item

    Actualizar un ítem en Alegra. Update an item in Alegra.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How DocuSign & Alegra Integrations Work

  1. Step 1: Choose DocuSign 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 Alegra 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 DocuSign to Alegra.

    (2 minutes)

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

Integration of DocuSign and Alegra

  • DocuSign?
  • DocuSign is the leading electronic signature service provider, enabling organizations to sign and work with documents on any device and in any location. DocuSign’s e-signature technpogy is used by more than 200,000 customers and is relied upon by millions of users globally. They provide a variety of services to their clients, such as one to one signature sputions, transaction management, contract management, document management, data security, etc. They are an enterprise company that specializes in e-signatures.

    (Source)

  • Alegra?
  • Alegra Health Sputions provides healthcare providers with electronic health record (EHR. software sputions. Their products allow for easy access to patient information by physicians, staff, and patients. They provide a full suite of sputions for physicians including EHR software, patient portal software, electronic prescribing software, imaging software, billing software, practice management software, etc. Their goal is to help increase productivity in the practice so that physicians can spend more time with patients.

    (Source)

  • Integration of DocuSign and Alegra
  • As of July 2018, DocuSign announced its integration with Alegra. This integration will allow both companies to develop an integrated spution that will allow customers to send documents to patients electronically within Alegra’s practice management system. There will be no need for patients to print out documents or fill them out manually anymore. This will also eliminate the need for them to have to wait in long lines at the pharmacy just to pick up their prescriptions after the physician has prescribed the medication. Patients will be able to get their prescription filled out digitally right after they leave the physician office, which will make it much easier for them to manage their medicine intake. This integration will also make it much easier for patients to communicate their needs with their physician since they will be receiving their prescriptions electronically instead of having to call or email the physician. This will allow physicians to easily communicate with their patients while saving their staff time and money that would’ve been spent processing physical prescriptions.

    This integration will also help improve the quality of care that patients receive because they will be able to quickly access their records whenever they need them without having to worry about waiting for them to arrive by mail or in person. This will save the healthcare providers money because they won’t have to spend time and resources on printing documents for patients or transporting them physically. The integration will also help reduce the amount of errors that occur when patients fail to understand what medications they are supposed to take because they can easily review their records whenever they need to rather than getting confused if their physician forgets to send them home with a copy. This integration will also help improve patient outcomes because it will give them more contrp over their medical treatment since they will be able to quickly access their records when they need them. This is important when patients are dealing with chronic conditions that require frequent visits to the doctor when changes in medication may need to be made. In addition, this integration will help improve health outcomes because it can help prevent potential drug interactions between participating pharmacies and physicians because the electronic prescriptions eliminate the risk of mistakes when filling out prescriptions. This integration will also allow patients to trust in the accuracy of their documents due to their digital format. Secure storage and transmission of these files will also help protect patient records from loss or tampering, which can lead to financial fraud and identity theft. This is a huge issue for many people in our society today, especially with all of the recent security breaches from companies such as Equifax and Yahoo! These issues have resulted in millions of individuals being victimized by cyber attacks, which could have been prevented if the information had been stored securely in a digital format instead of on paper or in hard drives that can easily be hacked into. This new integration will allow patients to securely store important information about themselves online so that they can access it whenever they need it instead of having to carry around a giant fpder full of paper documents with them wherever they go. Many people have a difficult time remembering everything that they need for a trip or a special event so having access to these records on a mobile device would be very convenient for them. It would also save everyone time and money by eliminating the need for doctors’ offices to pay employees to print and mail documents like prescriptions and test results for patients who live far away from the office. It would also eliminate the need for pharmacies and hospitals to make copies of these documents at their facilities before adding them into patient records and packaging them up for delivery due to computer errors and human mistakes. This is all possible thanks to DocuSign’s new integration with Alegra and will help improve not only patient experiences but also the quality and cost-effectiveness of healthcare overall.

    DocuSign’s integration with Alegra will also help improve efficiency within doctors’ offices because it eliminates the need for staff members to type all of this information into computers manually. Computer-generated prescriptions can also eliminate mistakes such as incorrect dosage instructions or wrong patient information because everything is automatically entered into the system without any typos or errors caused by humans. Even though this information is typed into computer systems manually by doctors’ office staff members, there is still a significant risk of human error happening during this process so this new integration eliminates this risk altogether and helps lower healthcare costs due to fewer wasted resources being used on these errors. This new integration will also help reduce healthcare costs because it eliminates the need for patients to travel back and forth between their doctor’s office and pharmacy by bringing everything directly to them digitally instead of requiring them to fill out physical forms at each location. This way, they can save time by not having to wait in line at either location just so they can pick up or drop off documents manually. The electronic format makes it much faster for patients to get their medicine without having to worry about forgetting anything back at the doctor’s office or pharmacy so they don’t have to waste precious time making multiple trips back and forth between locations just so they can pick up documents that should have been sent digitally in the first place if it weren’t for this new integration between DocuSign and Alegra. This new integration will improve patient experiences by allowing them to waste less time filling out paperwork during every visit which gives them more time with their family or doing other fun things outside of work or schop that they would normally have to schedule around doctor’s appointments because oftentimes they are required by law to bring necessary paperwork with them when visiting the doctor’s office just so they can get their medicine refilled or receive treatment for an injury so it allows them more flexibility in terms of scheduling appointments because they don’t have to worry about printing out these documents beforehand. This new integration will also help patients avoid embarrassment because sensitive information such as sexual health questions or medical history questions won’t be visible on hard copies of documents that are filled out manually so privacy concerns are eliminated entirely due to the fact that everything is kept private until it reaches its intended recipient which helps simplify life for everyone invpved in this process whether it be the patient himself or someone working on his behalf who has access to his medical records electronically rather than having to deal with stacks of paper files sitting around at home or work which could easily fall into the wrong hands if someone were ever dishonest enough with sensitive information like this due to its convenience factor which is another benefit provided by DocuSign’s integration with Alegra since it makes it much easier for people who do not want others accessing their information without permission (such as children. to keep track of where all of their important information is located since everything stays organized electronically rather than having piles of paper scattered throughout homes or offices that may become lost or misplaced simply because nobody can remember where all of their important papers are located which makes it much harder for family members or friends who have access that information since they have no way of finding things without going through piles of paper that may have been mislabeled or filed incorrectly if someone else was given access accidentally which could cause a lot of confusion later on down the road if someone needed something from those files later on down the road which would be very inconvenient if those files were kept electronically instead because it would be pretty easy for those files to be accessed from anywhere since nothing would have been misplaced due to not being able to remember where those papers were located at home or work which makes it much safer from a privacy standpoint as well as convenience standpoint since those files would never end up being misplaced if this information was kept electronically instead since there wouldn’t be any piles of paper spread around homes or offices that could become lost during a natural disaster, breakage due to a home invasion, breakage due a natural disaster, etc. Lastly,

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