Integrate DocuSign with EngageBay

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

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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 EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

EngageBay Integrations

Best DocuSign and EngageBay Integrations

  • DocuSign Integration DocuSign Integration

    EngageBay + DocuSign

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

    EngageBay + DocuSign

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

    EngageBay + DocuSign

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

    EngageBay + DocuSign

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

    EngageBay + DocuSign

    Send Envelope in DocuSign when New Task is created in EngageBay Read More...
    Close
    When this happens...
    DocuSign Integration New Task
     
    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 + EngageBay in easier way

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

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

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

How DocuSign & EngageBay 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 EngageBay 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 EngageBay.

    (2 minutes)

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

Integration of DocuSign and EngageBay

DocuSign

DocuSign is a digital way of signing documents. It is a cloud-based platform that allows users to sign, send, and receive documents from anywhere in the world. With this technpogy, you can send your agreement electronically, which saves everyone time and money. It’s also an ideal spution for businesses who frequently send and receive official documents. DocuSign allows users to sign, send and receive all in the same place. You don’t need to go through multiple steps or different platforms to complete paperwork.

DocuSign provides the fplowing benefits:

  • It’s easy to use.
  • It’s very flexible.
  • It’s secure. The system uses multiple layers of verification and encryption to ensure that your information remains private.
  • It’s a great investment. There are no installation fees or long-term contracts to contend with. You only pay when you need to send or receive a document.

EngageBay

EngageBay is an e-commerce platform that powers business-to-business marketplaces such as eBay and Amazon. With EngageBay, you can buy and sell new, used, and refurbished products with confidence from thousands of trusted sellers around the world. It allows sellers to upload multiple listings at once and manage their online reputation via a dashboard that lets you see what people are saying about your products. You can connect your social media accounts, review your inventory, and manage shipments with ease. EngageBay also offers support for shipping carriers such as FedEx, UPS, and USPS. You can sync your carrier account with the platform to get real-time alerts about shipments, estimates, and delivery times. All of these features are free for any seller on the platform.

Benefits of Integration of DocuSign and EngageBay

DocuSign and EngageBay can work together to boost productivity and save costs for small businesses around the world. This integration will improve the user experience by making it easier to track shipping information, send invoices, and get signatures from buyers. Although it’s not available yet, small businesses can look forward to streamlined operations and more efficient correspondence with their buyers.

The process to integrate DocuSign and EngageBay 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.