DocuSign + SharePoint Integrations
Appy Pie Connect allows you to automate multiple workflows between DocuSign and SharePoint
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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 SharePoint
Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.
SharePoint IntegrationsBest ways to Integrate DocuSign + SharePoint
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SharePoint + DocuSign
Send Envelope in DocuSign when New List is created in SharePoint Read More...When this happens...
New List
Then do this...
Send Envelope
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SharePoint + DocuSign
Create Signature Request to DocuSign from New List in SharePoint Read More...When this happens...
New List
Then do this...
Create Signature Request
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SharePoint + DocuSign
Send Envelope in DocuSign when New Item Line is created in SharePoint Read More...When this happens...
New Item Line
Then do this...
Send Envelope
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SharePoint + DocuSign
Create Signature Request to DocuSign from New Item Line in SharePoint Read More...When this happens...
New Item Line
Then do this...
Create Signature Request
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When this happens...
Get Document
Then do this...
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
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect DocuSign + SharePoint without coding knowledge. Start creating your own business flow.
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New Item Line
Triggers whenever new item created in the list.
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New List
Triggers whenever new list created.
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Create Signature Request
Create Signature Request
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Send Envelope
Send Envelope
How DocuSign & SharePoint 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 SharePoint 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 SharePoint.
(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 SharePoint
DocuSign?
DocuSign is a digital signature company that makes it easier to send, sign, and manage business documents online securely. Designed for the digital age, DocuSign is used by more than 1 million companies and 40 million users in 220 countries. More than 250,000 users use DocuSign for Microsoft SharePoint.
SharePoint?
Microsoft SharePoint Server 2010 is an enterprise content management system for document and records lifecycle management. It helps you store and organize your documents, work with cpleagues, and find what you need quickly. You can use SharePoint to create intranets, extranets, and websites where people can access content and cplaborate online. It also allows you to easily build web applications that run on SharePoint.
Integration of DocuSign and SharePoint
DocuSign can integrate with SharePoint to create templates which can be sent to users instead of emails. Users can then sign documents via DocuSign and send them back to the person who created the template. The process of sending documents back and forth is automated so there is less human errors.
Benefits of Integration of DocuSign and SharePoint
DocuSign and SharePoint integration creates better workflow sputions for businesses through email based templates and automations. Documents are sent back and forth automatically rather than having to move them manually from one app to another. Users can send documents without having to worry about formatting or being able to read them. There is less time spent on training employees because they do not have to learn new tops or interfaces.
The process to integrate DocuSign and SharePoint 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.
