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Quick Base + DocuSign Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Quick Base

Quickbase provides a no-code operational agility platform that enables organizations to improve operations through real-time insights and automation across complex processes and disparate systems.

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

  • Hellosign Hellosign
  • SignRequest SignRequest

Best ways to Integrate Quick Base + DocuSign

  • Quick Base Google Drive

    DocuSign + Google Drive

    Save a Signed Document from DocuSign to Google Drive Read More...
    Close
    When this happens...
    Quick Base Get Document
     
    Then do this...
    Google Drive Upload File
    DocuSign, a popular electronic signature online service, now works with Google Drive. Set up this DocuSign – Google Drive integration and Appy Pie Connect will handle the whole thing for you. Once you’ve set this integration up, whenever you sign a document using DocuSign, the signed document will automatically be sent to Google Drive. This way, you can easily share your signed documents with your colleagues and clients without any hassle. This Connect is highly advantageous to nearly every industry and department, including human resources, sales, real estate, healthcare, education and more. So, enjoy the benefits of workflow automation, set up this integration now!
    How This Integration Works
    • A new document is signed in DocuSign
    • Appy Pie Connect sends that signed document to Google Drive
    What Is Needed For This Integration
    • A DocuSign account
    • A Google Drive Account
  • Quick Base WordPress

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    Close
    When this happens...
    Quick Base Get Document
     
    Then do this...
    WordPress Create Post
    Now you don’t need to upload a signed document to your Blog post manually. Use this automation and we’ll automatically add that document to your blog post without any manual efforts from your end. After setting this integration up, whenever a document is signed in DocuSign, Appy Pie Connect will automatically add it to your blog post. Enjoy the benefits of workflow automation, set up this integration now!
    How this DocuSign – WordPress integration works
    • A new document is signed in DocuSign
    • Appy Pie Connect adds that document to a Blog Post
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • Quick Base DocuSign

    WordPress + DocuSign

    Send envelope from template in DocuSign when a post is published on WordPress Read More...
    Close
    When this happens...
    Quick Base New Post
     
    Then do this...
    DocuSign Send Envelope
    Get your blog post signed easily and securely without any hassle by connecting your WordPress account with DocuSign. After setting this integration up, whenever a post is published on WordPress, Appy Pie Connect sends an envelope from a template in DocuSign to the contacts of your choice. No coding skills required, follow our simple instructions and set up this integration in minutes.
    How this DocuSign – WordPress integration Works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends an envelope from a template in DocuSign to the contacts of your choice
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • Quick Base DocuSign

    Gmail + DocuSign

    Send Envelope in DocuSign when New Attachment is created in Gmail Read More...
    Close
    When this happens...
    Quick Base New Attachment
     
    Then do this...
    DocuSign Send Envelope
  • Quick Base DocuSign

    Gmail + DocuSign

    Create Signature Request to DocuSign from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base New Attachment
     
    Then do this...
    DocuSign Create Signature Request
  • Quick Base {{item.actionAppName}}

    Quick Base + {{item.actionAppName}}

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

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

    Triggers
  • New Record

    Triggers when a new record is created.

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Create Record

    Creates a new record in a Quick Base table.

  • Delete Record

    Deletes a record in a Quick Base table.

  • Find or Create Record

    Finds an existing record if exist otherwise creates a new record.

  • Update Record

    Updates a record in a Quick Base table.

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

How Quick Base & DocuSign Integrations Work

  1. Step 1: Choose Quick Base 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 Quick Base to DocuSign.

    (2 minutes)

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

Integration of Quick Base and DocuSign

Quick Base?

QuickBase is a cloud-based database application that allows you to create and manage your databases. The app is easy to use, convenient and can be customized to fit your needs.

DocuSign?

DocuSign is a digital signature platform used by enterprises for secure document signing. It allows you to create, sign, send and manage documents electronically. It also integrates with Quick Base, allowing you to set up electronic signatures quickly.

Integration of Quick Base and DocuSign

DocuSign and Quick Base integrate seamlessly to make it easy to manage business documents. This integration enables you to have the fplowing benefits:

You can access DocuSign from within Quick Base. You can add DocuSign as a tab in the menu bar in Quick Base. Then, you can use it to create, sign, send and view signed documents in Quick Base. Create forms or templates in Quick Base that pull their data from your Quick Base database. You can then export these documents as PDFs or Word documents and then digitally sign them using DocuSign. Use Quick Base’s ODBC connection to connect with other software that you use. With this, you can easily import data into Quick Base. From there, you can use DocuSign to sign these documents. You can use Quick Base’s data validation to ensure data integrity before signing the document. Export important documents from Quick Base into a PDF form that you can sign using DocuSign. There are several ways for how you can do this. You can create a PDF document on the fly in Quick Base and then export it as a PDF file. You can also convert the whpe form in an existing document to a PDF file by converting it first into an image file and then into a PDF file later on. You can also use the “File > Export to PDF” option in Quick Base. Once you have exported the file in PDF format, you can sign it using DocuSign. Upgrade your existing Adobe PDF files so that they are protected with security features like passwords and digital signatures. You can do this by converting them into secured PDF files using DocuSign. Send signed documents via email by using DocuSign Connect for Outlook. These emails will include the attached PDF document as well as a link to the original signed document in DocuSign. Track the status of pending signatures by using DocuSign’s notification feature in Quick Base. This feature alerts you when someone has signed or rejected the document that you have sent out via email. This feature also allows you to add comments, notes and annotations to these signed documents. Manage your information more efficiently by using Quick Base’s custom fields and labels feature. To use this feature, you must first install DocuSign on Quick Base’s mobile app. Then, for every form that you create in Quick Base, add custom fields and labels that will help identify what each field is for. Once done, you can categorize your fields based on what they are for. For example, if you are creating a form for clients, you can categorize your fields based on what they pertain to such as name, address, phone numbers and so forth. When someone sends you a form or application via email, you can import it directly into Quick Base using the “File > Import From Email” option in the menu bar. After importing the document, you will be able to mark which fields were filled out correctly or incorrectly or if any errors need attention before signing the document or sending it back to the sender. You can also track the status of these signed documents by using the notification feature mentioned earlier. This feature will send an alert as soon as someone signs or rejects one of your documents. With this feature, you can also annotate the signed document as well as generate fplow-up tasks related to it. If someone sends a document back to you when it has already been signed without adding any additional information or changes, you can simply reject it through this notification feature after signing it again through DocuSign. Use Quick Base’s audit trails feature to review who has signed documents in your company along with their comments about that document when they signed it or rejected it. Generate reports about forms or templates that need some updating so that you can share these reports with your team members for them to update them accordingly. You can also schedule tasks using this feature based on the time frame needed for these updates to be completed by your cpleagues or employees in your company.

Benefits of Integration of Quick Base and DocuSign

The process to integrate Quick Base 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.