Integrate Magento 2.X with DocuSign

Appy Pie Connect allows you to automate multiple workflows between Magento 2.X and DocuSign

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About Magento 2.X

Magento 2.x is an open-source e-commerce platform written in PHP. It is one of the most popular e-feature-rich platforms that you to manage your eCommerce store without any hassle.

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.

DocuSign Integrations
DocuSign Alternatives

Looking for the DocuSign Alternatives? Here is the list of top DocuSign Alternatives

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Best Magento 2.X and DocuSign Integrations

  • Magento 2.X Integration DocuSign Integration

    Magento 2.X + DocuSign

    Send Envelope in DocuSign when New Sales Order Shipment is created in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    DocuSign Integration Send Envelope
  • Magento 2.X Integration DocuSign Integration

    Magento 2.X + DocuSign

    Create Signature Request to DocuSign from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Magento 2.X Integration DocuSign Integration

    Magento 2.X + DocuSign

    Send Envelope in DocuSign when New Product is created in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Product
     
    Then do this...
    DocuSign Integration Send Envelope
  • Magento 2.X Integration DocuSign Integration

    Magento 2.X + DocuSign

    Create Signature Request to DocuSign from New Product in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Product
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Magento 2.X Integration DocuSign Integration

    Magento 2.X + DocuSign

    Send Envelope in DocuSign when New Customer is created in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Customer
     
    Then do this...
    DocuSign Integration Send Envelope
  • Magento 2.X Integration {{item.actionAppName}} Integration

    Magento 2.X + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Magento 2.X + DocuSign in easier way

It's easy to connect Magento 2.X + DocuSign without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when Magento gets a new customer.

  • New Order

    Triggers when a new order is created (with line item support).

  • New Product

    Triggers when a new product is created in Magento.

  • New Sales Order Credit Memo

    Triggers when a new sales order creditmemo is created.

  • New Sales Order Invoice

    Triggers when a new sales order invoice is created (with line item support).

  • New Sales Order Shipment

    Triggers when Magento gets a new sales order shipment (with line item support).

  • Updated Customer

    Triggers when Magento gets a updated customer.

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Create Category

    Create a new category

  • Create Customer

    Create a new customer

  • Create Order

    Create a new catalog order

  • Create Product

    Create a new catalog product

  • Create Sales Order Comment

    Create a new sales order comment

  • Create Sales Order Invoice

    Create a new sales order invoice

  • Create/Update Product

    Create/update a new catalog product

  • Update Product

    Update a catalog product

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

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

How Magento 2.X & DocuSign Integrations Work

  1. Step 1: Choose Magento 2.X 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 DocuSign 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 Magento 2.X to DocuSign.

    (2 minutes)

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

Integration of Magento 2.X and DocuSign

A. Magento 2.XMagento is an open source e-commerce platform that helps merchants and marketers to build an online store, manage its content and simplify business processes. It is a free platform based on the open source PHP programming language. Magento has a very large community with over 1 million downloads per month. The platform provides different ways to integrate it with other applications, including mobile apps, to increase the value of the business and user experience.By default, Magento 2.X uses Zend PHP 5.5 and can be installed on a Linux server (Ubuntu, Debian. or a Microsoft Windows server. It is possible to install and run multiple Magento 2.X stores on the same server. To install a Magento 2.X website you need to choose a hosting provider that offers a LAMP stack. The LAMP stack includes Linux, Apache HTTP Server, MySQL and PHP.Magento 2.X has a clean user interface which lets you create different kinds of pages in a few minutes. You can use these pages to promote your products, display news from social networks, add sales and deals, etc. This functionality makes the platform highly flexible for marketing purposes.Magento 2.X can be used for many kinds of businesses. from individuals selling few items to giant enterprises with thousands of products and millions of users. Within the platform you can find modules for specific business cases, including reviews, shipping, shopping cart, etc.B. DocuSign APIDocuSign API is a RESTful API which allows you to develop applications that interact with DocuSign digital transaction management services in your organization using the HTTP protocp. You can use DocuSign API to integrate your application with DocuSign services such as eSignature, eDelivery, email signature, fax integration, etc.DocuSign is a publicly available SaaS e-signature platform which allows an organization to digitally sign documents using smartphones, tablets or computers connected to the Internet. By signing documents electronically you can improve customer satisfaction and productivity of your employees.DocuSign services are available on demand, it means that you pay only for what you use. There are no long term contracts with DocuSign.

Integration of Magento 2.X and DocuSign

The most popular way to integrate Magento 2.X with DocuSign is through APIs. You can use one or more APIs depending on your needs. For example, if you want to integrate Magento 2.X with DocuSign from scratch you will need at least two APIs:The e-signature API - allows you to create, send and track electronic signatures for documents created in your application; The eDelivery API – allows you to send any document signed in DocuSign to any email address or fax number specified by your customer;If you have already developed an application for sending and tracking documents via email or fax you can use the eDelivery API to send signed electronic documents from Magento 2.X to DocuSign service without any changes in your code. In this case you will not need the e-signature API – you will use only the eDelivery API when sending documents from Magento 2.X to DocuSign service.To learn more about the integration of Magento 2.X with DocuSign please visit the fplowing links:

Benefits of Integration of Magento 2.X and DocuSign

Integration of Magento 2.X and DocuSign provides several benefits for online shops:

  • Attract new customers – by signing documents electronically you enable your potential customers to complete transactions faster and make a purchase immediately after they have reviewed all the details of their purchase;
  • Improve customer experience – customers can review all documents related to their purchase before they submit them for signature;
  • Save paper - by sending documents electronically rather than printing them and scanning them back into electronic format you help to save trees and reduce waste;
  • Reduce costs – by sending signed documents electronically rather than printing them and mailing or faxing them back you help yourself to lower the costs associated with paperwork;
  • Improve workflow – by integrating your application with DocuSign you can automate many tasks that were performed manually before;
  • Improve security - you can secure all documents exchanged between your company and customers by using encryption algorithms during transmission;
  • Save time – by using automation tops provided by DocuSign you can automate many routine tasks performed by employees;

The process to integrate Magento 2.X and DocuSign 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.