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Integrate Xero with DocuSign

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

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About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

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
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Best ways to Integrate Xero + DocuSign

  • Xero Integration DocuSign Integration

    Xero + DocuSign

    Send Envelope in DocuSign when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    DocuSign Integration Send Envelope
  • Xero Integration DocuSign Integration

    Xero + DocuSign

    Create Signature Request to DocuSign from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Xero Integration DocuSign Integration

    Xero + DocuSign

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

    Xero + DocuSign

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

    Xero + DocuSign

    Send Envelope in DocuSign when New Payment is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Payment
     
    Then do this...
    DocuSign Integration Send Envelope
  • Xero Integration {{item.actionAppName}} Integration

    Xero + {{item.actionAppName}}

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

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

    Triggers
  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

  • 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 Xero & DocuSign Integrations Work

  1. Step 1: Choose Xero 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 Xero to DocuSign.

    (2 minutes)

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

Integration of Xero and DocuSign

  • What are Xero and DocuSign?
  • Xero is a cloud-based accounting software that allows small businesses to manage their finances online. It’s easy to use and can be accessed anywhere via the internet. Their users can access real-time financial information, make accurate forecasts, reduce administrative tasks, and pay bills online.

    DocuSign is an internet-based digital signature service that enables people to sign documents electronically, in a secure and legally binding way (DocuSign, 2018. It can be used for various kinds of documents such as contracts, agreements, and addendums. DocuSign makes it extremely easy for you to quickly send important documents to your clients and cpleagues in a safe and secure way.

    Integration of Xero and DocuSign

    Xero has partnered with DocuSign so that they can easily integrate their services and provide more value to their customers (DocuSign, 2018. They have been working together since 2016 to improve the signing experience for businesses. They have created a spution for document signings that now includes a personalized experience, easy automation, advanced security, and seamless integration with all their platforms (DocuSign, 2018. For example, integrated clients can send an invoice from Xero to DocuSign, which is then automatically converted into a legally binding electronic signature. The transaction will then be sent back to Xero where the client can easily manage it from a single location.

    Benefits of Integration of Xero and DocuSign

    The integration of DocuSign and Xero will greatly improve the document signing experience by making it fast, efficient, flexible, and secure. This will allow you to save time, reduce paperwork, and reach more customers. If you have not yet integrated your business with these platforms, you should definitely do so. To see how you can benefit from this integration, take a look at some of the benefits below.

    • Save Time. Sending a signed document via DocuSign can take less than 30 seconds! You no longer have to worry about printing documents and scanning signatures or mailing them back and forth. With DocuSign, you can send out signed documents in an instant!
    • Reduce Paperwork. Before you could only digitally sign documents using an app on your phone or computer. Now you can do it from your inbox with DocuSign. This means that you can no longer store printed copies of your signed documents in your office because it’s now completely paperless! You’ll also need to spend less time handling paper documents because the process is now completely online.
    • Reach More Customers. People love getting things done in a convenient way. If you want to boost your sales, you should try offering your clients an easier way to sign documents. You can offer them DocuSign if you have an e-commerce store or integrate it with Xero if you have an accounting software platform (Artezio, 2018. You’ll be surprised by how many sales you can get just by tapping into that demand!

    We’ve talked about the importance of integrating your business with DocuSign. This will enable you to deal with fewer paper documents around your office or on your desk. You’ll no longer need to print documents and scan signatures or mail them back and forth because DocuSign does all the work for you! Make sure to contact Xero or DocuSign if you need help setting up your account.

    The process to integrate Xero 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.