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Integrate Microsoft Outlook with DocuSign

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

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About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

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.

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Best ways to Integrate Microsoft Outlook + DocuSign

  • Microsoft Outlook Integration DocuSign Integration

    Microsoft Outlook + DocuSign

    Send Envelope in DocuSign when New Contact is created in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    DocuSign Integration Send Envelope
  • Microsoft Outlook Integration DocuSign Integration

    Microsoft Outlook + DocuSign

    Create Signature Request to DocuSign from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Microsoft Outlook Integration DocuSign Integration

    Microsoft Outlook + DocuSign

    Send Envelope in DocuSign when New Email is created in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Email
     
    Then do this...
    DocuSign Integration Send Envelope
  • Microsoft Outlook Integration DocuSign Integration

    Microsoft Outlook + DocuSign

    Create Signature Request to DocuSign from New Email in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Email
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Microsoft Outlook Integration DocuSign Integration

    Microsoft Outlook + DocuSign

    Send Envelope in DocuSign when New Calendar Event is created in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Calendar Event
     
    Then do this...
    DocuSign Integration Send Envelope
  • Microsoft Outlook Integration {{item.actionAppName}} Integration

    Microsoft Outlook + {{item.actionAppName}}

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

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

    Triggers
  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Create Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

  • 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 Microsoft Outlook & DocuSign Integrations Work

  1. Step 1: Choose Microsoft Outlook 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 Microsoft Outlook to DocuSign.

    (2 minutes)

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

Integration of Microsoft Outlook and DocuSign

  • Introduction:
  • Microsoft Outlook is a software that is used for email and other communication. It is an application program and is used for organizing data about the work, personal life, and schop. DocuSign is an e-signature service that is used for signing documents. DocuSign has two parts, DocuSign for Microsoft Outlook and DocuSign for Office. DocuSign for Microsoft Outlook allows users to sign and send documents from their email. DocuSign for Office is a plug-in that allows users to create, sign, and send documents from their computers.

    :

    Integration of Microsoft Outlook and DocuSign:

    DocuSign integration enables users to send and sign documents from their email. This also gives users options to edit and review the documents before they are sent. The program can be used with Microsoft Outlook or any other email client that integrates with DocuSign. Users can sign their documents using DocuSign including contracts, agreements, purchase orders, receipts, and other business forms.

    Benefits of Integration of Microsoft Outlook and DocuSign:

    Users can use different signatures when sending the document which is customizable. There is also a preview option which allows the user to see how the document will look like after being signed. You can also track your sent items so you know where your document has been sent. Users can also add comments to the document after it has been signed as well as attach files to the document. Users can also manage all of their transactions from within the application.

    :

    Because users are required to sign documents each day, it is advisable that they make use of this type of software to avoid having a hard time trying to remember what they have signed and what they haven't. Thus, integration of Microsoft Outlook and DocuSign is recommended by this writer.

    The process to integrate Microsoft Outlook 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.