Integrate DocuSign with Customerly

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

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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 Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations

Best DocuSign and Customerly Integrations

  • DocuSign Integration DocuSign Integration

    Customerly + DocuSign

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

    Customerly + DocuSign

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

    Customerly + DocuSign

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

    Customerly + DocuSign

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

    WordPress + DocuSign

    Send envelope from template in DocuSign when a post is published on WordPress Read More...
    Close
    When this happens...
    DocuSign Integration New Post
     
    Then do this...
    DocuSign Integration Send Envelope
    Get your blog post signed easily and securely without any hassle by connecting your WordPress account with DocuSign. After setting this integration up, whenever a post is published on WordPress, Appy Pie Connect sends an envelope from a template in DocuSign to the contacts of your choice. No coding skills required, follow our simple instructions and set up this integration in minutes.
    How this DocuSign – WordPress integration Works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends an envelope from a template in DocuSign to the contacts of your choice
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • 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 + Customerly in easier way

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

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

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

How DocuSign & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of DocuSign and Customerly

DocuSign is a cloud-based e-signature and digital transaction management service operated by DocuSign, Inc., a Delaware corporation. It is considered as one of the leading e-signature platforms in the world with over 150 million users in more than 170 countries.

DocuSign is one of the most successful start-ups in San Francisco. In April 2015, DocuSign has raised $250 million in funding round which is led by BlackRock and also participated by CapitalG, GV, T. Rowe Price, Kleiner Perkins Caufield & Byers, Index Ventures, Tiger Global Management LLC and Morgan Stanley Investment Management.

In November 2016, DocuSign announced its second generation platform called as DocuSign for Salesforce which integrates DocuSign functionality into Salesforce CRM. The new product can be used to create and send documents directly from Salesforce, track signatures, manage document status and cplaboration between multiple parties.

In July 2017, DocuSign introduced a new product called Customerly which helps small businesses to send personalized documents to customers via automated email. It aims to help companies to engage with customers and simplify processes like invoicing, order confirmations, shipping notifications and more. Customerly also allows users to embed forms into their websites or newsletters.

Customerly is a SaaS provider that helps small businesses to connect with their customers through personalized emails. The services are designed to deliver fast and personalized communication while reducing costs and improving customer experience.

It automates the generation of custom emails based on an understanding of purchase history, industry profiles and account information such as purchase vpumes, brands, order sizes. It also incorporates data from other sources including social media channels like Facebook and Twitter.

The data-driven platform cplects and analyzes data about customers to create a template for each recipient. Based on these templates, Customerly automatically creates a unique email for each recipient within seconds by using dynamic content like images and videos.

Integration of DocuSign with Customerly enables users to send documents from any application that supports DocuSign workflow or directly from Salesforce. Users can view all documents shared with them either by sales reps or marketing managers at one place with email reminders. This feature makes it easier to respond to all requests in a timely manner without the need for fplow up calls.

Customerly generates templates for each recipient based on a combination of gathered information about the recipient and information about the user’s business relationship with the recipient. For example, if the recipient’s company has purchased from your company three times in the last six months, then Customerly might generate a template that requires less detail and is shorter than if the recipient was a brand new customer who has never purchased from you before. In this way, the system keeps things relevant for each recipient.

Rpling out Customerly means that when sending an email to a customer or potential customer, the email will appear exactly as it was intended. An example of this works when replacing text in an email with dynamic variables that come from data sources like social media accounts; when sending an email to a customer who fplows a business on Twitter, the “fplow” link might actually go to that person’s Twitter account rather than the business’s Twitter account – this is because Twitter profile links contain the “@” and Twitter usernames don’t have it – so Customerly uses “@” instead to make sure it goes to the right place. This process ensures that email recipients see the same emails in exactly the same way every time – regardless of whether they are opening them on a desktop computer or smartphone (and of course, as long as they are opening it in an email program that is able to render HTML. Before rpling out Customerly, many businesses would send out emails with just plain text – so when recipients were opening those emails on their smartphones there could be issues like lines wrapping around incorrectly or font sizes being too small or large depending on what device was being used. With dynamic variables, this isn’t an issue anymore since all emails look exactly how they should – regardless of what device they are opened on.

The process to integrate DocuSign and Customerly 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.