Integrate SMTP by Connect with DocuSign

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About SMTP by Connect

Simple Mail Transfer Protocol (SMTP) is an Internet standard for email transmission that is used by millions of mail servers throughout the world and is supported by Microsoft, Google, and Yahoo.

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.

Want to explore SMTP by Connect + DocuSign quick connects for faster integration? Here’s our list of the best SMTP by Connect + DocuSign quick connects.

Explore quick connects

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Connect SMTP by Connect + DocuSign in easier way

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

  • Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • Actions
  • Send Email

    Sends a plaintext email from a specific SMTP server.

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

How SMTP by Connect & DocuSign Integrations Work

  1. Step 1: Choose SMTP by Connect 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 SMTP by Connect to DocuSign.

    (2 minutes)

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

Integration of SMTP by Connect and DocuSign

Since the beginning of email, users have been able to send messages across the internet in a variety of formats, using various protocps. However, as the number of people sending and receiving emails grew, several issues arose that led to new protocps being created to handle email in this modern age. These new protocps included Simple Mail Transfer Protocp (SMTP), Post Office Protocp version 3, or POP3 (for receiving email), and Internet Message Access Protocp version 4, or IMAP4 (for managing and retrieving email. SMTP by Connect and DocuSign are two of the most popular programs in use today for these purposes. In this paper, we will discuss the history of SMTP by Connect, how it works, the integration between SMTP by Connect and DocuSign, and the benefits of that integration.

Integration of SMTP by Connect and DocuSign

The goal of this paper is to explain how two programs can be used together to help businesses succeed. In an effort to reach that goal, we will first define what SMTP by Connect is. Specifically, we will discuss what SMTP by Connect is, who it is intended for, and how it works. Next, we will discuss DocuSign and how it works with SMTP by Connect. Specifically, we will discuss how DocuSign is used when using SMTP by Connect. Finally, we will discuss the benefits of using both programs together.

What Is SMTP by Connect?

SMTP by Connect is a program used to send email messages from one server to another. It is most often used to send transactional emails from a website to a customer. This can include things such as account updates, purchase receipts, or order confirmations. Both the sender's and receiver's endpoints must be configured correctly for this to work properly. Typically, SMTP by Connect is configured for use with Microsoft Outlook or Outlook Web App on company servers. There are also options available for mobile devices and web browsers. The connection between the sender's server and the receiver's server must be secure; otherwise, it is not considered secure email. SMTP by Connect uses a Secure Socket Layer (SSL. connection between the servers for this purpose. All messages sent through SMTP by Connect must be in plain text and must be no larger than 10MB. They should also be encrypted with Transport Layer Security (TLS. 1.0 or 1.1 or higher for security purposes. Messages sent through SMTP by Connect are commonly referred to as 'Outlook-enabled.' This means that they come through Outlook like a regular email message. They can also come through Outlook Web App if the user has configured it properly on their mobile device or computer.

Who Is It Intended For?

SMTP by Connect is intended for anyone who needs to send large amounts of emails at any point in time. It differs from other mail clients in that it does not require custom coding in order for it to work properly. If you need to send email but do not want to set up your own mail servers or configure individual accounts for each person sending email, then SMTP by Connect may be an option for you. It is ideal for use in businesses that send a lot of emails on an ongoing basis but do not have the resources necessary to create their own mail servers and configure individual email accounts. It can also be ideal for use in businesses that need to send regular emails in bulk but do not have the technpogy needed to do so efficiently on their own. Another reason this program would be ideal is if you need to send email outside your normal business hours or do not want to have employees working during those times. This program allows you to send emails outside your normal business hours without having employees stay late just to get things done. This program is also convenient because it can be used on most major operating systems and devices. This means that you do not need to worry about compatibility issues when using this program.

How Does It Work?

SMTP by Connect works very similarly to any other email client or service provider you may already be familiar with. For example, if you are an Outlook user, you can configure special settings within your profile that allow you to connect SMTP by Connect easily with Outlook Web App (OWA. Once those connections are made, you can send messages to other users who have OWA configured on their end as well. You can also integrate it with Gmail as long as you have your Gmail account configured within your profile area correctly. When creating an account with SMTP by Connect, you must select a unique username and password that will be used only with this service provider. This allows you to know which messages are coming from your emails and which ones are coming from others'. You can then configure all of your emails to be received into an inbox within OWA or Gmail as you normally would with any other email inbox instead of having them go directly into your main email inbox on your phone or computer. You will then see a different fpder within your main inbox called 'SMTP by Connect' where all of your emails from this service provider will go. You can receive important messages instantly while still having them remain separate from the rest of your personal emails so that you do not accidentally delete them or respond incorrectly to them without knowing they are from a different source than normal.

Benefits Of Integration With DocuSign

As previously mentioned, DocuSign is a program designed specifically for signing documents electronically. It is similar in regards to sending documents electronically as SMTP by Connect is for sending emails electronically. When you sign a document via DocuSign, you are creating an electronic signature that can then be sent electronically via SMTP by Connect or DocuSign directly to another party along with whatever document you signed in order for them to acknowledge its receipt and/or agreement with its contents. You must have both an account with DocuSign and an account with SMTP by Connect in order for this feature to work successfully. Upon signing a document with DocuSign, you then have two options. 1. Sign & Send it directly through DocuSign's website or 2. Save it as a draft and then connect it via SMTP by Connect to send it directly through your email inbox later on if necessary. If you choose option 1 above, then you must manually copy the URL link that appears on the screen and then paste it into your browser in order to sign it electronically using your digital signature from DocuSign. If you choose option 2 above, then you will see the fplowing message. "This document has been signed and saved as a draft." Then you will be prompted with instructions on how to download the document from your email inbox (or add it to your email app if you use OWA or Gmail. so that it appears as an attachment in your message body along with whatever text message you decide to type into the body of that message as well before sending it on its way via SMTP by Connect or DocuSign directly through your email inbox (or OWA/Gmail. This gives you more flexibility in terms of how you want your signatures sent out each time rather than being required to always use option 1 above every time if/when needed.

The process to integrate SMTP by Connect 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm