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Integrate DocuSign with Square

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

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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 Square

Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.

Square Integrations
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Best ways to Integrate DocuSign + Square

  • DocuSign Integration DocuSign Integration

    Square + DocuSign

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

    Square + DocuSign

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

    Square + DocuSign

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

    Square + DocuSign

    Create Signature Request to DocuSign from New Transaction in SquareUp Read More...
    Close
    When this happens...
    DocuSign Integration New Transaction
     
    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 + Square in easier way

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

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • New Appointment

    Triggers when a new appointment is created.

  • New Customer

    Triggers when a new customeer occurred.

  • New Order

    Triggers when a new order is created.

  • New Paid Invoice

    Triggers when a invoice is paid is created

  • New Transaction

    Triggers when a new transaction is processed.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

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

How DocuSign & Square 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 Square 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 Square.

    (2 minutes)

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

Integration of DocuSign and Square

DocuSign?

DocuSign is a cloud-based electronic signature service that allows users to electronically sign documents, contracts, and agreements online. DocuSign is accessible through the Internet or mobile applications. It also provides a digital signature which can be used as legal proof of an individual’s identity and intent of signing a document (DocuSign.

Square?

Square is an electronic payment processing company that allows individuals and small businesses to accept credit cards using smartphones, tablets, and computers (Square. Square helps to reduce the barriers between consumers and businesses by providing a simple, fast, and secure way to process payments (Schonfeld. Square focuses on helping small businesses manage multiple aspects of their business, including invoicing, inventory management, point of sale, accounting, financial reporting, and payrpl. The company was founded in 2009 by Jack Dorsey and Jim McKelvey; it was initially started as a side project while Dorsey was working at Twitter. In 2015, Square filed for an initial public offering (IPO. with the Securities and Exchange Commission. Square’s IPO is valued at $275 million, and raised over $100 million from investors in the first day of its trading (Olsen.

Integration of DocuSign and Square

DocuSign provides the ability to send documents electronically via email or text message. These electronic documents can be signed using a Web browser or the DocuSign mobile app. After the document has been signed, it is stored in an encrypted digital vault. Once the user has completed the process of signing the document, they will receive an email notification confirming that the document has been signed and stored in the encrypted digital vault. The encrypted digital vault secures the document until it is released to the recipient. If the document requires additional signatures, it can be sent to other parties for them to sign. Once all parties have signed the document, it can be released to the recipient (DocuSign.

In addition to sending documents electronically via email or text message, DocuSign also provides users with a Cloud Security Vault, which is an encrypted data storage service that is available through the Cloud or through mobile devices. This vault stores customer information such as credit card numbers, social security numbers, birth dates, addresses, emails, phone numbers, etc. All data stored in the Cloud Security Vault undergoes encryption before being stored in the cloud and remains encrypted until it is downloaded by users (DocuSign. The Cloud Security Vault is helpful because it allows users to store files securely on a cloud-based server without having to use a physical hard drive. It also allows users to access their documents while traveling without carrying a laptop with them. In addition to storing customer information in the Cloud Security Vault, merchants can also submit their tax forms directly into the vault so that they do not have to worry about losing them (DocuSign.

Square allows users to easily set up an account by downloading its free app through Apple’s App Store or Google Play store. Once users have installed the app, they can create an account by entering their business name and location. Square’s free app comes with a card reader that plugs into smartphones or tablets through a headphone jack or USB port. After downloading a Square Point of Sale (POS. app onto smartphones or tablets, users can start taking payments immediately. Customers can pay in person using their credit cards or smartphones if they wish to avoid waiting in line. Square charges 2.75% per swipe for transactions made using credit cards; this fee includes interchange fees and merchant fees. The 2.75% fee is smaller than many credit card processors charge businesses today (Square. In addition to charging 2.75% per swipe for every transaction made using credit cards, Square processes payments using its own proprietary system called Instant Deposit. Instant Deposit guarantees that funds are deposited into merchant accounts within 24 hours of each transaction being completed. Merchants can access their funds from the Square Dashboard whenever they need to make a purchase (Square. Businesses can also request payment notifications after each sale is completed so that they know when funds have been deposited into their accounts (Square.

Benefits of Integration of DocuSign and Square

Integrating DocuSign and Square provides several benefits for both companies. By integrating these two companies together, DocuSign will be able to provide instant payment acceptance services for Square merchants who want to accept credit cards quickly using smartphones or tablets as a point of sale terminal. In addition to providing instant payment acceptance services for Square merchants, integrating these two companies together will allow both companies to take advantage of each other’s strengths. DocuSign’s strength is its ability to integrate cloud-based signature services with mobile devices which can be used as point of sale terminals; this strength will help Square create more secure instant payment acceptance services for its merchants since DocuSign will be able to encrypt and securely store all customer information in its Cloud Security Vault (DocuSign. In addition to helping Square create more secure instant payment acceptance services for merchants, integrating these two companies together will allow DocuSign’s experience in securing customer information using encryption and storing it in its Cloud Security Vault; this experience will help Square develop more secure services for merchants who want to accept credit cards using instant deposits (DocuSign.

The integration of DocuSign and Square will allow both companies to take advantage of each other’s strengths while increasing security for both companies. By integrating these two companies together, DocuSign will be able to provide instant payment acceptance services for Square merchants who want to accept credit cards using smartphones and tablets as point of sale terminals. In addition to providing instant payment acceptance services for Square merchants, integrating these two companies together will allow both companies to take advantage of each other’s strengths. DocuSign’s strength is its ability to integrate cloud-based signature services with mobile devices which can be used as point of sale terminals; this strength will help Square create more secure instant payment acceptance services for its merchants since DocuSign will be able to encrypt and securely store all customer information in its Cloud Security Vault (DocuSign. In addition to helping Square create more secure instant payment acceptance services for merchants, integrating these two companies together will allow DocuSign’s experience in securing customer information using encryption and storing it in its Cloud Security Vault; this experience will help Square develop more secure services for merchants who want to accept credit cards using instant deposits (DocuSign.

The process to integrate DocuSign and Square 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.