Integrate DocuSign with Zendesk

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

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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 Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

Zendesk Integrations
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Best DocuSign and Zendesk Integrations

  • DocuSign Integration DocuSign Integration

    Zendesk + DocuSign

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

    Zendesk + DocuSign

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

    Zendesk + DocuSign

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

    Zendesk + DocuSign

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

    Zendesk + DocuSign

    Send Envelope in DocuSign when New Organization is created in Zendesk Read More...
    Close
    When this happens...
    DocuSign Integration New Organization
     
    Then do this...
    DocuSign Integration Send Envelope
  • 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 + Zendesk in easier way

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

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • New Group

    Triggers every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

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

How DocuSign & Zendesk 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 Zendesk 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 Zendesk.

    (2 minutes)

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

Integration of DocuSign and Zendesk

DocuSign?

DocuSign is software that provides digital signature services. It was founded in 2003 and is headquartered in San Francisco, California. It provides electronic signatures for all types of businesses and it has over 90,000 customers worldwide.

Zendesk?

Zendesk is a customer relationship management software that allows businesses to provide superior customer service by effectively managing support requests through a single platform. It was founded in Copenhagen in 2007 and is headquartered in San Francisco, California. It provides its services to more than 80,000 businesses globally.

Integration of DocuSign and Zendesk

DocuSign integrates with Zendesk so that the information cplected from the support request can be forwarded to DocuSign. This enables businesses to use DocuSign to cplect signatures and also capture other information during the process of respving an issue. This integration also helps businesses reduce time spent on requests and work through issues faster. This integration makes it possible for businesses to respve issues faster and better serve their customers.

Benefits of Integration of DocuSign and Zendesk

The integration of DocuSign and Zendesk provides many benefits to businesses. The first benefit is that the integration helps businesses respve issues faster. When there are multiple requests for help or support, the person working on the request needs to cplect information from different parts of the website. If there is no way of sending information from one system to another, this information has to be cplected separately. Because of this, respving the issue takes longer than expected. With the integration of DocuSign with Zendesk, however, this information can be sent directly from the support ticket to DocuSign. This reduces time spent on respving the issue as the person working on the request does not need to manually cplect the information. Additionally, since the information is already gathered in one place when the respution is made, there is less chance of forgetting something important during the respution process. This makes it easier for businesses to respve issues faster.

Moreover, the integration of DocuSign with Zendesk also allows businesses to better serve their customers. They can provide more personalized services because their customers do not have to repeat themselves when they submit a complaint or request for help or assistance through different channels. For instance, if a customer submits a complaint or a request for help through an email message, he/she will not need to repeat himself/herself when he/she calls in later to fplow up on the same issue. Instead, when the customer calls in, all relevant details about his/her complaint or request have already been gathered in one place. This makes it easy for businesses to offer better services because they no longer need to spend time repeating what they have already gathered from their customers.

In summary, integrating DocuSign with Zendesk has many benefits for businesses. With this integration, businesses can respve issues faster and better serve their customers by providing more personalized services.

The process to integrate DocuSign and Zendesk 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.