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DocuSign + WHMCS Integrations

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

  • No code
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  • Lightning Fast Setup
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 WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

WHMCS Integrations

Best ways to Integrate DocuSign + WHMCS

  • DocuSign DocuSign

    WHMCS + DocuSign

    Send Envelope in DocuSign when New Invoice is created in whmcs Read More...
    Close
    When this happens...
    DocuSign New Invoice
     
    Then do this...
    DocuSign Send Envelope
  • DocuSign DocuSign

    WHMCS + DocuSign

    Create Signature Request to DocuSign from New Invoice in whmcs Read More...
    Close
    When this happens...
    DocuSign New Invoice
     
    Then do this...
    DocuSign Create Signature Request
  • DocuSign DocuSign

    WHMCS + DocuSign

    Send Envelope in DocuSign when New Client is created in whmcs Read More...
    Close
    When this happens...
    DocuSign New Client
     
    Then do this...
    DocuSign Send Envelope
  • DocuSign DocuSign

    WHMCS + DocuSign

    Create Signature Request to DocuSign from New Client in whmcs Read More...
    Close
    When this happens...
    DocuSign New Client
     
    Then do this...
    DocuSign Create Signature Request
  • DocuSign DocuSign

    WHMCS + DocuSign

    Send Envelope in DocuSign when New Order is created in whmcs Read More...
    Close
    When this happens...
    DocuSign New Order
     
    Then do this...
    DocuSign Send Envelope
  • DocuSign {{item.actionAppName}}

    DocuSign + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect DocuSign + WHMCS in easier way

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

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • New Ticket

    Triggers whenever a new ticket is created.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create Update Client

    Creates a new client or updates an existing one.

How DocuSign & WHMCS 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 WHMCS 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 WHMCS.

    (2 minutes)

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

Integration of DocuSign and WHMCS

DocuSign?

DocuSign is a leading e-signature, contracts management and digital transaction management service provider. The company enables organizations to sign, manage and send documents of all types in real time, from anywhere, on any device. DocuSign boasts the largest secure digital transaction network, with more than 100 million users and 90% market share in the United States. Additionally, DocuSign has over 1,200 enterprise customers in 50 countries as well as over 1 million individual consumers who have used the e-signature service to digitally sign any document at any time.

DocuSign was established in 2003 by Eran Feigenbaum and Tom Gonser. In 2005, the company received $1 million from angel investor Ron Conway’s Angel Investors Fund. In 2009, DocuSign raised $3 million from venture capitalists Accel Partners. In 2010, DocuSign raised an additional $20 million from Accel Partners.

The company went public on May 12, 2015, raising $230 million through an initial public offering and debuting on the Nasdaq stock exchange under the symbp DOCU.

WHMCS?

WHMCS is a Web Hosting Automation platform that is used by a lot of web hosting companies (like SoftLayer. to offer their services and is also used by a lot of resellers to create their own web hosting company.

Integration of DocuSign and WHMCS

Integration of DocuSign and WHMCS allows customers of WHMCS to use the e-signature service of DocuSign. This way, the customer can complete the work flow process without having to switch between different programs or websites. The integration of both systems means that when a customer has to pay for their hosting plan, they can use their credit card directly on the WHMCS website which will trigger an e-mail to be sent to the customer with a link to DocuSign’s website where the customer can sign the document electronically and then the customer can download it and move on with their payment. If there are any other services that the customer wants to add or remove from their account, they can do that as well by signing another document electronically with DocuSign before saving it. Then, after submitting the form, WHMCS will receive the information from DocuSign and add or remove the service automatically on its website.

For example. You have a hosting account with WHMCS; you need to pay for your monthly membership fee but you forgot your credit card details so you need to cancel your card and get a new one. However, you still want to keep your hosting account up and running so you log in to WHMCS website using your login credentials but you cannot find your account because it was deleted when you canceled your card. Now you need to send an email to your reseller asking them to reinstate your account which invpves sending them your billing details and other personal information. With this integration, you can go directly to DocuSign’s website and sign a document saying that you will be paying your hosting bill for a year using your credit card that you already have and then download that document from DocuSign’s website which will trigger an e-mail being sent to your reseller with all the information needed for them to reinstate your account.

Benefits of Integration of DocuSign and WHMCS

This integration makes it easier for customers of WHMCS to pay for their services without having to fill out long forms during checkout because they can just sign a document electronically stating how they want to pay for their account and then send through DocuSign’s website which will automatically trigger an e-mail being sent to their reseller with all the necessary information for them to activate their account. Also, this integration helps WHMCS save time because they can automatically add or remove services according to what customers signed through DocuSign’s website and it reduces the amount of time spent by both customers and resellers contacting each other regarding payments or other issues related to accounts or services.

The process to integrate DocuSign and WHMCS 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.