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Square + DocuSign Integrations

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

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  • Lightning Fast Setup
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About Square

Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.

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
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Best ways to Integrate Square + DocuSign

  • Square DocuSign

    Square + DocuSign

    Send Envelope in DocuSign when New Customer is created in SquareUp Read More...
    Close
    When this happens...
    Square New Customer
     
    Then do this...
    DocuSign Send Envelope
  • Square DocuSign

    Square + DocuSign

    Create Signature Request to DocuSign from New Customer in SquareUp Read More...
    Close
    When this happens...
    Square New Customer
     
    Then do this...
    DocuSign Create Signature Request
  • Square DocuSign

    Square + DocuSign

    Send Envelope in DocuSign when New Transaction is created in SquareUp Read More...
    Close
    When this happens...
    Square New Transaction
     
    Then do this...
    DocuSign Send Envelope
  • Square DocuSign

    Square + DocuSign

    Create Signature Request to DocuSign from New Transaction in SquareUp Read More...
    Close
    When this happens...
    Square New Transaction
     
    Then do this...
    DocuSign Create Signature Request
  • Square Gmail

    Square + Gmail

    Create Draft to Gmail from New Customer in SquareUp Read More...
    Close
    When this happens...
    Square New Customer
     
    Then do this...
    Gmail Create Draft
  • Square {{item.actionAppName}}

    Square + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    Triggers when a new appointment is created.

  • New Customer

    Triggers when a new customeer occurred.

  • New Order

    Triggers when a new order is created.

  • New Paid Invoice

    Triggers when a invoice is paid is created

  • New Transaction

    Triggers when a new transaction is processed.

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • 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 Square & DocuSign Integrations Work

  1. Step 1: Choose Square 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 Square to DocuSign.

    (2 minutes)

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

Integration of Square and DocuSign

Square and DocuSign are both technpogy companies that provide service to their customers. Square is a mobile payment service that allows users to accept credit card payments. DocuSign is an electronic signature provider that allows users to sign documents electronically. The integration of both companies allows users to sign documents with a mobile device, which makes it easier for business transactions to take place.

Integration of Square and DocuSign

Two companies formed this partnership in 2014. Square provides an app-based system that allows users to accept credit card payments and process them on an iPhone or iPad. DocuSign provides a cloud-based technpogy that uses digital signatures to allow users to sign forms electronically. The merger of these two services offers benefits to Square and DocuSign users.

Benefits of Integration of Square and DocuSign

There are many benefits to integrating the services of Square and DocuSign. Both companies offer affiliate payment processing, which makes it possible for business owners to process payments on their mobile devices anywhere they go. This integration allows users to combine all of their financial transactions into one convenient location.

The merger of the services of Square and DocuSign will have a positive impact on merchants by allowing for financial transactions that are streamlined and secure. There is no longer the need for paper contracts or checks, as everything can be done electronically on the go.

The process to integrate Square 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.