Integrate SendGrid with DocuSign
Appy Pie Connect allows you to automate multiple workflows between SendGrid and DocuSign
- No code
- No Credit Card
- Lightning Fast Setup
SendGrid is the leading delivery platform for transactional and marketing emails. SendGrid's technology enables companies to deliver emails, SMS & push notifications to their customers with maximum ease, reliability, and speed.
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 SendGrid and DocuSign Integrations
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When this happens...
New Visitor
Then do this...
Send Email
Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.How this Pendo-SendGrid integration works- A new visitor is added to your Pendo account
- Appy Pie Connect will automatically them SendGrid email based on their interest.
What You Need- A Pendo account
- A SendGrid account
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When this happens...
New Visitor From Report
Then do this...
Send Email
Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.How this Pendo-SendGrid integration works
- A new visitor is added to your Pendo account
- Appy Pie Connect will automatically them SendGrid email based on their interest.
What You Need- A Pendo account
- A SendGrid account
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When this happens...
New Attachment
Then do this...
Send Email
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Gmail + SendGrid
Send Email in SendGrid when New Labeled Email is created in Gmail Read More...When this happens...
New Labeled Email
Then do this...
Send Email
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Gmail + SendGrid
Send Email in SendGrid when New Email Matching Search is created in Gmail Read More...When this happens...
New Email Matching Search
Then do this...
Send Email
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect SendGrid + DocuSign without coding knowledge. Start creating your own business flow.
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New Update EnvelopeTrigger when a status of the envelope changed.
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Add Update contact
Creates or updates a contact.
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Send Email
Sends an Email.
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Create Signature Request
Create Signature Request
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Send Envelope
Send Envelope
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How SendGrid & DocuSign Integrations Work
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Step 1: Choose SendGrid as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick DocuSign as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from SendGrid to DocuSign.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of SendGrid and DocuSign
Integration of SendGrid and DocuSign
Benefits of Integration of SendGrid and DocuSign
Integration of SendGrid and DocuSign
SendGrid and DocuSign have integrated their services to provide a seamless way for customers to send data in real-time. This integration helps customers send files to different recipients at once without any hassle. It also reduces the amount of emails that are required to be sent while keeping the information secure. To send a document via SendGrid, you should select DocuSign as the File Delivery method. The document will automatically be signed with the DocuSign digital signature. If the recipient has not used DocuSign before, they will receive an email prompting them to download and install the app. As soon as the recipient completes the digital signature process, it will be sent to all other recipients on your behalf. All this will happen within a few minutes. If you do not want to use DocuSign for your documents, you can still use the SendGrid service without the integration.
Benefits of Integration of SendGrid and DocuSign
The integration of SendGrid and DocuSign has several benefits including:
- File Delivery – The integration lets you save time while sending files because it eliminates the need for manual forwarding of emails. Also, it keeps your information secure because it requires recipients to complete the digital signature process before they can access the file. This allows you to send important documents to multiple people simultaneously while keeping them safe from prying eyes.
- Compliance – The integration ensures that your business complies with industry regulations regarding electronic signatures and records retention. This is because the digital signature process is legally binding in most countries where the integration is available.
- Cloud File Delivery – The integration allows you to send large files without having them sit in your email inbox or clog up your hard drive. This is because the files are stored on cloud servers instead of your computer.
- Cost Effectiveness – The integration allows you to use both SendGrid and DocuSign for one low monthly fee. In addition, it provides you with 24/7 support which is not available on other platforms that only offer electronic signatures.
- Ease of Use – The integration utilizes technpogy that makes it easy for anyone to sign important documents in seconds. With just a few clicks, you can sign documents with a digital signature using DocuSign while maintaining contrp over who sees your data.
SendGrid and DocuSign have come together to make sending files via email easier than ever before by combining their services into one seamless platform. This integration has several benefits including file delivery, compliance, cloud file delivery, cost effectiveness, ease of use and more. Together with its 24/7 support, SendGrid and DocuSign can help your business save time and money while providing you with a spution that meets your needs.
The process to integrate SendGrid 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.