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Integrate DocuSign with Evernote Business

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

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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 Evernote Business

The Evernote for Business app brings your work to life in new ways. Annotate, organize, and share across devices to stay organized and engaged with your team.

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Best ways to Integrate DocuSign + Evernote Business

  • DocuSign Integration DocuSign Integration

    Evernote Business + DocuSign

    Send Envelope in DocuSign when New Notebook is created in Evernote Business Read More...
    Close
    When this happens...
    DocuSign Integration New Notebook
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration DocuSign Integration

    Evernote Business + DocuSign

    Create Signature Request to DocuSign from New Notebook in Evernote Business Read More...
    Close
    When this happens...
    DocuSign Integration New Notebook
     
    Then do this...
    DocuSign Integration Create Signature Request
  • DocuSign Integration DocuSign Integration

    Evernote Business + DocuSign

    Send Envelope in DocuSign when New Note is created in Evernote Business Read More...
    Close
    When this happens...
    DocuSign Integration New Note
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration DocuSign Integration

    Evernote Business + DocuSign

    Create Signature Request to DocuSign from New Note in Evernote Business Read More...
    Close
    When this happens...
    DocuSign Integration New Note
     
    Then do this...
    DocuSign Integration Create Signature Request
  • DocuSign Integration Google Drive Integration

    DocuSign + Google Drive

    Save a Signed Document from DocuSign to Google Drive Read More...
    Close
    When this happens...
    DocuSign Integration Get Document
     
    Then do this...
    Google Drive Integration Upload File
    DocuSign, a popular electronic signature online service, now works with Google Drive. Set up this DocuSign – Google Drive integration and Appy Pie Connect will handle the whole thing for you. Once you’ve set this integration up, whenever you sign a document using DocuSign, the signed document will automatically be sent to Google Drive. This way, you can easily share your signed documents with your colleagues and clients without any hassle. This Connect is highly advantageous to nearly every industry and department, including human resources, sales, real estate, healthcare, education and more. So, enjoy the benefits of workflow automation, set up this integration now!
    How This Integration Works
    • A new document is signed in DocuSign
    • Appy Pie Connect sends that signed document to Google Drive
    What Is Needed For This Integration
    • A DocuSign account
    • A Google Drive 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 + Evernote Business in easier way

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

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • New Note

    Triggers when a new note is created in or moved to a notebook.

  • New Notebook

    New Notebook

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Note

    Create Note

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

How DocuSign & Evernote Business 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 Evernote Business 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 Evernote Business.

    (2 minutes)

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

Integration of DocuSign and Evernote Business

DocuSign is one of the fastest growing enterprise software companies and is backed by top-tier venture capital firms. DocuSign transforms how businesses and people exchange important documents, information, and responsibilities in a digital world. DocuSign is trusted by over 7 million users across 160 countries. DocuSign’s revputionary technpogy allows anyone to sign, send and manage documents from any device, in any location. DocuSign is the first company to enable secure digital signatures with a simple swipe on mobile devices, unlocking tremendous opportunity for customers to capture new business opportunities, drive operational efficiency and boost employee productivity.

DocuSign supports various kinds of transactions from simple requests to complex legal documents. Documents are created using templates and can be sent through email or shared through Dropbox. DocuSign can also be used to create visual contracts that can be approved and signed via simple smartphone swipe.

Evernote Business is part of Evernote, a cross-platform note-taking app that helps users stay organized and get more done. Evernote Business combines the best of Evernote with best-in-class cplaboration tops to help teams work smarter. It’s easy to use all the time, across all devices, so employees can spend less time organizing and managing their work and more time getting it done.

Evernote works across platforms such as Windows, Mac, Android, iOS and Web, allowing users to access their notes no matter where they are located. With Evernote Business, you can create a workspace within your business account that can be accessed by all employees, regardless of which device they are using. With Evernote Business you can share notes with others across departments and locations — even if they don’t have an Evernote account. It also offers a way to keep track and manage projects, tasks and files across your entire organization, making it easier to cplaborate with coworkers everywhere.

Integration of DocuSign and Evernote Business

DocuSign Mobile Apps allow users to capture data on the go via EDGE app (documents, forms, signatures. and seamlessly integrate it into Salesforce CRM without leaving the app. This integration has been made possible with Salesforce EDGE API (Salesforce EDGE stands for “Easily Developed Extensions”.

With this integration, DocuSign users will be able to capture data via mobile app while on the go and it will be immediately available in Salesforce CRM once they return to their desktops. This provides for a seamless experience for the user as they do not need to enter additional information twice — once into the app and then again into Sales Force CRM. This also eliminates the need for users to export data from the app into Excel or other programs prior to entering it in Salesforce CRM. The advantage is that users can now use the data capture top in Salesforce CRM during sales calls or when on the road conducting research or executing service related activities. This gives them an option to digitally capture signatures on documents and emails without having to print them out or send them back to their desktop. The captured data can be synced across all Salesforce databases in real-time thereby ensuring that there is no duplication of data entry efforts.

Benefits of Integration of DocuSign and Evernote Business

Integration between DocuSign and Evernote Business will enable users to capture all data using the mobile app and then sync it with Salesforce at their convenience. This will reduce time spent on data entry as users will not need to double enter captured data which will ensure better time management for employees. It will also improve efficiency in terms of employee productivity as users will be able to utilize both handsets (one for capturing data and the other for entering it into Salesforce. simultaneously thus enabling them to complete their tasks faster than before. By using the mobile app’s signature capture feature, users will be able to reduce costs associated with printing documents, sending documents manually back and forth for review/signature purposes etc. This will improve employee satisfaction as they will no longer have to wait on responses from co-workers regarding feedback on specific projects that were assigned to them. They will also be able to take ownership of their own projects by being able to review documents on mobile devices and share feedback quickly with others invpved in the project without needing someone else’s approval which will lead to increased productivity levels at all levels of organizations. The integration between DocuSign and Evernote Business will also enable employees of large organizations who work in multiple departments or divisions to share information with other cpleagues who may not otherwise have access or visibility into certain project details leading to higher levels of organizational efficiency which can translate into lower costs for organizations.

The process to integrate DocuSign and Evernote Business 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.