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Integrate DocuSign with Apptivo

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

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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 Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best ways to Integrate DocuSign + Apptivo

  • DocuSign Integration DocuSign Integration

    Apptivo + DocuSign

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

    Apptivo + DocuSign

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

    Apptivo + DocuSign

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

    Apptivo + DocuSign

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

    Apptivo + DocuSign

    Send Envelope in DocuSign when New Customer is created in apptivo Read More...
    Close
    When this happens...
    DocuSign Integration New Customer
     
    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 + Apptivo in easier way

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

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

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

How DocuSign & Apptivo 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 Apptivo 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 Apptivo.

    (2 minutes)

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

Integration of DocuSign and Apptivo

DocuSign and Apptivo are two of the leading players in the software industry. However, it is highly important for these two companies to integrate their software to provide a better customer experience. This will help both the companies to grow their business in the long-term.

Integration of DocuSign and Apptivo

Integrating DocuSign with Apptivo will help the companies to see each other’s data and perform all the necessary tasks related to customer service. Every time customers sign a document in DocuSign, information from this process should be sent to Apptivo where you can create a ticket for each document signed by the customer. This will help you to organize your work in a more efficient way.

Benefits of Integration of DocuSign and Apptivo

Both companies have been using different CRM systems for a long time period and their processes were not effective at all. Integrating their systems will help them spve this problem. It will shorten the time employees need to take decisions about processing customer requests and it will reduce the number of errors made by employees when they are working on customer requests. In addition, since people will be able to access all necessary information from one system, they will not need to carry out a lot of additional actions which leads to much higher productivity.

The integration of DocuSign and Apptivo will bring a lot of benefits to both parties. It will allow them to spve various problems they face now and it will help them increase their sales in the long-term.

The process to integrate DocuSign and Apptivo 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.