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Integrate DocuSign with Filter By Connect

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

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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 Filter By Connect

Filter By Connect is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.

Filter By Connect Integrations

Best ways to Integrate DocuSign + Filter By Connect

  • 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 WordPress Integration

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    Close
    When this happens...
    DocuSign Integration Get Document
     
    Then do this...
    WordPress Integration Create Post
    Now you don’t need to upload a signed document to your Blog post manually. Use this automation and we’ll automatically add that document to your blog post without any manual efforts from your end. After setting this integration up, whenever a document is signed in DocuSign, Appy Pie Connect will automatically add it to your blog post. Enjoy the benefits of workflow automation, set up this integration now!
    How this DocuSign – WordPress integration works
    • A new document is signed in DocuSign
    • Appy Pie Connect adds that document to a Blog Post
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • 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 DocuSign Integration

    Gmail + DocuSign

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

    Gmail + DocuSign

    Create Signature Request to DocuSign from New Attachment in Gmail Read More...
    Close
    When this happens...
    DocuSign Integration New Attachment
     
    Then do this...
    DocuSign Integration Create Signature Request
  • 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 + Filter By Connect in easier way

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

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Only continue if

    Set up rules to specify when this Connect can continue running

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

How DocuSign & Filter By Connect 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 Filter By Connect 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 Filter By Connect.

    (2 minutes)

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

Integration of DocuSign and Filter By Connect

DocuSign

DocuSign is a product of the DocuSign, Inc. that is based in San Francisco, California. It was founded in 2003, and it provides businesses with digital transaction management services as well as eSignature sputions. The company provides software that allows users to easily electronically sign documents legally and securely, and it is used by almost every major organization in the world.

It provides services such as eSignature, Transaction Management, Document Assembly, Digital Transaction Management, and eInvoicing. It also enables companies to digitize paper-based workflows to eliminate errors and improve productivity.

The company offers three different versions of its products, which are Desktop, Web, and Enterprise. The desktop version is for small businesses and individuals, the web version is for businesses with limited IT needs, and the enterprise version is for large companies. The versions differ in terms of advanced features.

Filter By Connect

Filter By Connectis a partnership between DocuSign and ConnectWise. Filter By Connect enables businesses to get notification of sales opportunities through DocuSign's automated document workflow and purchasing process. The spution keeps track of the latest information on potential sales opportunities, and it helps the business decide whether or not they need to contact the potential customer.

Integration of DocuSign and Filter By Connect

DocuSign’s integration with ConnectWise allows an MSP/VAR (Managed Service Provider/Value Added Reseller. to send documents automatically through the DocuSign digital signature platform and generate orders directly into ConnectWise. This allows the MSP/VAR to close sales without calling prospects and providing quotes.

This integration also enables salespeople to fplow up and manage leads from within their ConnectWise accounts. When the sales rep receives an opportunity in ConnectWise, he or she can then use the pre-configured lead form to ask for additional information, schedule meetings with prospects, or initiate the quote process.

Benefits of Integration of DocuSign and Filter By Connect

DocuSign is already used by organizations across various industries around the world. The advantages of integrating DocuSign with Filter By Connect include:

improved sales efficiency;

increased pipeline visibility;

better tracking of sales opportunities;

increased visibility into customer buying cycles; and

easier documentation.

Through this integration, sales reps can now create quotes using the DocuSign signature process that they can then send to customers when they have received all necessary information regarding the sale. Customers can then sign documents in the DocuSign platform and send them back to the sales person via email or a link so that they can be reviewed by the appropriate people internally before they are sent out to customers. Once the documents are completed, they can be sent out as PDF attachments or as links if needed. It also enables internal teams to easily fplow up on sales opportunities.

The process to integrate DocuSign and Filter By Connect 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.