DocuSign + Microsoft Teams Integrations
Appy Pie Connect allows you to automate multiple workflows between DocuSign and Microsoft Teams
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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 Microsoft Teams
Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.
Microsoft Teams IntegrationsLooking for the Microsoft Teams Alternatives? Here is the list of top Microsoft Teams Alternatives
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Slack
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TeamChat
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TeamGram
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TeamWave
Best ways to Integrate DocuSign + Microsoft Teams
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Microsoft Teams + DocuSign
Send Envelope in DocuSign when New Team is created in Microsoft Teams Read More...When this happens...
New Team
Then do this...
Send Envelope
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Microsoft Teams + DocuSign
Create Signature Request to DocuSign from New Team in Microsoft Teams Read More...When this happens...
New Team
Then do this...
Create Signature Request
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Microsoft Teams + DocuSign
Send Envelope in DocuSign when New Message Posted to Channel is created in Microsoft Teams Read More...When this happens...
New Message Posted to Channel
Then do this...
Send Envelope
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Microsoft Teams + DocuSign
Create Signature Request to DocuSign from New Message Posted to Channel in Microsoft Teams Read More...When this happens...
New Message Posted to Channel
Then do this...
Create Signature Request
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Microsoft Teams + DocuSign
Send Envelope in DocuSign when New User is created in Microsoft Teams Read More...When this happens...
New User
Then do this...
Send Envelope
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect DocuSign + Microsoft Teams without coding knowledge. Start creating your own business flow.
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New Update Envelope
Trigger when a status of the envelope changed.
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New Chat
Trigger every time a new chat is created.
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New Chat Message
Trigger every time a new chat message is created.
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New Meeting
Trigger every time a new meeting is created.
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New Message Posted to Channel
Triggers when a new message is posted to a specific #channel you choose.
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New Team
Trigger every time a new team is created.
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New User
Trigger every time a new user is added in the group's user list.
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Create Signature Request
Create Signature Request
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Send Envelope
Send Envelope
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Add Member
Add new member in a group.
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Create Channel
Creates a new channel.
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Create Chat
Creates a new chat.
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Create Meeting
Create a meeting
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Delete user
Delete an user from an Ms Team group.
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Send Channel Messages
Post a new message to a channel you choice.
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Send Chat Message
Send Chat Message.
How DocuSign & Microsoft Teams Integrations Work
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Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Microsoft Teams as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from DocuSign to Microsoft Teams.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of DocuSign and Microsoft Teams
DocuSign?
DocuSign is an electronic signature company that works with businesses to accept electronic signatures. It is now part of the Microsoft family.
Microsoft Teams?
Microsoft Teams is a chat and cplaboration program. It is similar to Slack, Google Hangouts, and other apps.
Integration of DocuSign and Microsoft Teams
Both Microsoft Teams and DocuSign are able to work together so that users can send documents for signing electronically. A user can get the document they want signed, then highlight the area in the document they need signed, and add the comments on what should be signed on the document. Once this is done, it automatically sends to the person who needs to sign it. Once the user signs and saves the document, it will send back to the original user right away. The original user can then add their signature to the document and save it. As far as a business goes, this is very convenient because it will help cut down on time spent in meetings and paperwork. This will also cut down on paper waste because all the documents will be saved online and not printed off. Then there is no need to print off anything or make copies of anything when creating or receiving a document that needs signed. With this process, everything will be stored online. If someone wants to see what was signed, they can easily go back and find it. For example, if one person sent a document for another person to sign with all the instructions and comments about what needed to be signed on it, and then that person signed and sent it back, the first person would be able to see all those notes regarding what was supposed to be signed. That way, there would be no confusion about what was supposed to be signed on a document.
Benefits of Integration of DocuSign and Microsoft Teams
This integration allows people to have more efficient communication when discussing documents that need signed. The process will save time since there will be less paperwork invpved, such as printing out documents and making copies, etc. In addition to that, there will be less paper waste (less paper used. since everything will be stored online instead of printed off. This integration will also make communication faster since you can send a document electronically rather than printing something off and sending it by mail or carrying it around in your hand. You will also save time because you won’t have to carry around paper in your hands or messenger bag/purse while trying to get somewhere. You can also save time because you won’t have to meet in person to discuss documents that need signed. Everything can be done online which means you don’t have to take time off work to meet up with someone unless it’s really necessary for whatever reason. This integration could definitely be beneficial for businesses since it will save them money, time, and resources.
The process to integrate DocuSign and Microsoft Teams 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.
