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Integrate DocuSign with Zoho Connect

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

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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 Zoho Connect

Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.

Zoho Connect Integrations

Best ways to Integrate DocuSign + Zoho Connect

  • DocuSign Integration DocuSign Integration

    Zoho Connect + DocuSign

    Send Envelope in DocuSign when New Mention is created in Zoho Connect Read More...
    Close
    When this happens...
    DocuSign Integration New Mention
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration DocuSign Integration

    Zoho Connect + DocuSign

    Create Signature Request to DocuSign from New Mention in Zoho Connect Read More...
    Close
    When this happens...
    DocuSign Integration New Mention
     
    Then do this...
    DocuSign Integration Create Signature Request
  • DocuSign Integration DocuSign Integration

    Zoho Connect + DocuSign

    Send Envelope in DocuSign when New Network Member is created in Zoho Connect Read More...
    Close
    When this happens...
    DocuSign Integration New Network Member
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration DocuSign Integration

    Zoho Connect + DocuSign

    Create Signature Request to DocuSign from New Network Member in Zoho Connect Read More...
    Close
    When this happens...
    DocuSign Integration New Network Member
     
    Then do this...
    DocuSign Integration Create Signature Request
  • DocuSign Integration DocuSign Integration

    Zoho Connect + DocuSign

    Send Envelope in DocuSign when New Group Member is created in Zoho Connect Read More...
    Close
    When this happens...
    DocuSign Integration New Group Member
     
    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 + Zoho Connect in easier way

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

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

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

How DocuSign & Zoho Connect 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 Zoho Connect 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 Zoho Connect.

    (2 minutes)

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

Integration of DocuSign and Zoho Connect

DocuSign

DocuSign is an electronic signature service that works as a plug-in for web browsers, apps for mobile devices, and desktop software. Users can upload documents and sign them electronically with the DocuSign app or plug-in. It was created to protect people from the hassle of printing, signing and mailing documents. Its main product is DocuSign Ink, which enables users to sign paper documents using an iPad.

Zoho Connect

Zoho Connect is a cloud-based application that allows users to create custom forms and cplect data from their websites or other sources. DocuSign and Zoho Connect integrate together so users can easily share information between these two platforms. This integration allows users to receive document status updates and notifications on any device. It also makes it easy to track a document’s progress from beginning to end.

Integration of DocuSign and Zoho Connect

DocuSign and Zoho Connect integrate together through a plug-in that allows sharing of documents between the two platforms. The user can choose to save the file in one platform or in both platforms. Once a document is saved in one platform, the user has the option to share the same with all other platforms where the same is saved. The user can access the file from any of her authorized devices by logging in to her account. This integration makes it easy for users to use both platforms regardless of the platform they use most frequently.

Benefits of Integration of DocuSign and Zoho Connect

  • Allows users to access information from anywhere and on any device.
  • Documents are securely stored on both Zoho Connect and DocuSign platforms, thus keeping them safe at all times.
  • One can retrieve information quickly using either platform.
  • The integration helps users avoid duplicate work since they access the same information and documents from two different places.

Both DocuSign and Zoho Connect help reduce time spent on administrative tasks by streamlining business processes. However, only DocuSign helps businesses to enable their customers to sign agreements electronically in real-time, making processes faster and more efficient.

The process to integrate DocuSign and Zoho Connect 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.