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Integrate DocuSign with Tableau

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

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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 Tableau

Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.

Tableau Integrations

Best ways to Integrate DocuSign + Tableau

  • DocuSign Integration DocuSign Integration

    Tableau + DocuSign

    Send Envelope in DocuSign when New Data Source is created in Tableau Read More...
    Close
    When this happens...
    DocuSign Integration New Data Source
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration DocuSign Integration

    Tableau + DocuSign

    Create Signature Request to DocuSign from New Data Source in Tableau Read More...
    Close
    When this happens...
    DocuSign Integration New Data Source
     
    Then do this...
    DocuSign Integration Create Signature Request
  • DocuSign Integration DocuSign Integration

    Tableau + DocuSign

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

    Tableau + DocuSign

    Create Signature Request to DocuSign from New Project in Tableau Read More...
    Close
    When this happens...
    DocuSign Integration New Project
     
    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 + Tableau in easier way

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

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • New Data Source

    Triggers when a new data source occurred.

  • New Project

    Triggers when a new project occurred.

  • Updated Data Source

    Triggers when an existing data source is updated

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Update Data Source

    Updates an existing data source in tableau.

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

How DocuSign & Tableau 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 Tableau 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 Tableau.

    (2 minutes)

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

Integration of DocuSign and Tableau

DocuSign is a digital signature service. In simple terms, it allows users to sign documents electronically without the need for paper signing or faxing. The documents are sent in PDF format and can be signed using any device with an Internet connection. The signature is recognized by most companies as legally binding. It is very popular among lawyers and real estate agents. Tableau is a top used for data visualization. It allows users to create interactive graphs, charts, and dashboards. It can handle large amounts of data and help users easily view trends and patterns in their data sets. Tableau is especially useful in business analytics. They have had a partnership since 2014 where both companies work together to integrate their services into each other’s products. This has made them better at what they do and makes their products more powerful.

Integration of DocuSign and Tableau

Tableau can now connect to DocuSign accounts so that users can see all of the DocuSign signatures within their Tableau dashboards. They can also search all of the DocuSign signatures, view metadata from them, automatically refresh the data, and extract the data from the signatures into other worksheets. Tableau can even use the signatures as a way to filter data. For example, if you wanted to only see all of the clients who have already signed a contract, you would set up a filter to only show clients who have signed the contract with DocuSign. This integration makes it easy for businesses to stay up to date on documents that are getting signed by clients. It also helps them monitor contracts and see how many clients have signed or not signed certain contracts. It gives them clarity into how long certain processes are taking, who is slow in getting things done, and how much time is spent on certain tasks. Tableau and DocuSign work together to make things easier for businesses, allowing them to save time and money by not having to spend unnecessary resources on tasks that don’t contribute anything to their bottom line.

Benefits of Integration of DocuSign and Tableau

The main benefit is the integration between Tableau and DocuSign allows users to monitor contracts and signatures. Before this integration was put into place, it was very difficult to monitor contracts and signatures because they are often scattered throughout different databases, storage locations, and filing cabinets. Now business owners can keep track of everything digitally on one platform. They can see when documents have been signed by clients, when they have been rejected, and when they have been returned by clients along with any comments they may have put on them. This allows them to plan more effectively by knowing when there will be gaps in work due to people being out of town or out of office. This allows them to know when certain people need extra training or when people will be unavailable due to their schedule changes. With the integration of Tableau and DocuSign, business owners can monitor contracts and signatures much more easily than before. They are able to focus on the important tasks instead of having to spend time hunting down signatures or trying to figure out who has or hasn’t signed something yet. Business owners also don’t have to worry about software updates for DocuSign because it is integrated into Tableau so updates happen automatically. This becomes especially useful as updates become more frequent over time as new features are added and bugs are fixed. With these updates they are able to stay current with technpogy and not have to worry about keeping up with technpogy changes. The integration of Tableau and DocuSign also reduces costs by not having to maintain duplicate copies of data. Many businesses have separate databases that store all the information about contracts, clients, vendors, inventory, etc., but now that it is all available in one system, they are able to eliminate many redundancies and save money on IT staff members who would normally be maintaining duplicate systems. While there are still some instances where they will need multiple systems, this integration helps them save money on things like licensing fees and maintenance fees for those systems as well as saving precious time that would otherwise be spent searching through numerous databases across different platforms looking for information instead of working on actual projects that are contributing directly to their bottom line. For example, if someone needs to find out how much product a company has in stock but it is saved in a database separate from their inventory database, they may spend hours searching for that information instead of just opening up one dashboard where all that information is given in an easy-to-understand format. This integration helps business owners save time as well as money so they can focus on what matters most in their business – making money!

The process to integrate DocuSign and Tableau 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.