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Integrate DocuSign with Zoom

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

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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 Zoom

Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.

Zoom Integrations
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Best ways to Integrate DocuSign + Zoom

  • DocuSign Integration DocuSign Integration

    Zoom + DocuSign

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

    Zoom + DocuSign

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

    Zoom + DocuSign

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

    Zoom + DocuSign

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

    Zoom + DocuSign

    Send Envelope in DocuSign when New Meeting is created in Zoom Read More...
    Close
    When this happens...
    DocuSign Integration New Meeting
     
    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 + Zoom in easier way

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

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • New Meeting

    Triggers when a new Meeting or Webinar is created.

  • New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

  • New Registrant

    Triggers when a new registrant is added to a Webinar.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Meeting

    Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.

  • Create Meeting Registrant

    Add a new meeting registrant.

  • Create Meeting Registration Custom Question

    Create registration questions that will be displayed to users while registering for a meeting.

  • Create Registrant

    Creates a new webinar registrant.

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

How DocuSign & Zoom 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 Zoom 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 Zoom.

    (2 minutes)

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

Integration of DocuSign and Zoom

There is no denying that the workplace has changed over the years. Employees are expected to be more productive and work from home or during non-traditional hours. However, this has brought about some issues that need to be addressed by companies and their employees. One of these issues is the fact that employees have difficulty communicating with each other. This is because technpogy has made it possible for employees to communicate with each other using different platforms. Some of these platforms include Skype, Slack, and Zoom. However, there can be problems when using different platforms. This is where DocuSign comes in as a spution. It allows users to send documents electronically for signatures. In addition to this, it also allows users to integrate its platform with various applications. One of these applications is Zoom. With the integration of DocuSign and Zoom, document signing becomes much easier than ever before.

Integration of DocuSign and Zoom

To understand why integration of DocuSign and Zoom is beneficial, let’s take a closer look at what these two applications actually do. DocuSign is an electronic signature platform that allows users to send documents electronically for signatures. It also allows users to create agreements and make them legally binding. It integrates with several applications such as Google Drive, Dropbox, Salesforce, Zendesk, Slack, Gmail, and Office 365. It is this last one that we are interested in because DocuSign integrates with Microsoft Teams, SharePoint Online, Office Online, and Outlook Online. It is through this that it connects with Zoom via Microsoft Teams.

The integration of DocuSign and Zoom allows for documents to be sent electronically for signature on the fly. All that needs to be done is for the signer to join a session using a link provided on their screen or email. Once they have joined the session, they will automatically have access to all documents that were previously shared in the meeting agenda. The signer will also see chat messages from the meeting participants and be able to interact with them via the chat screen. If there are any edits needed on the document, the signer can request for them to be done using this chat feature. When the document has been signed, it will automatically be saved back into Microsoft Teams and sent back to the person who requested it be signed in the first place. This makes the whpe process much easier and saves time on both ends.

Benefits of Integration of DocuSign and Zoom

In addition to making document signing easier, integration of DocuSign and Zoom offers several benefits to both companies and their employees. For companies, integration of DocuSign and Zoom enables them to easily manage documents across their company as well as outside of it. This helps streamline business productivity by allowing employees to work more efficiently.

For employees, however, integration of DocuSign and Zoom offers several benefits as well. They can now save time by not having to wait for contracts or other legal documents to be signed manually before they can proceed with their tasks. In addition to this, they can monitor how long it takes for their documents to be signed so they can plan their schedule accordingly. This will help reduce employee stress since they will not have to wait for their documents anymore.

The process to integrate DocuSign and Zoom 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.