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Integrate Zendesk with DocuSign

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

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About Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

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 ways to Integrate Zendesk + DocuSign

  • Zendesk Integration DocuSign Integration

    Zendesk + DocuSign

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

    Zendesk + DocuSign

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

    Zendesk + DocuSign

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

    Zendesk + DocuSign

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

    Zendesk + DocuSign

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

    Zendesk + {{item.actionAppName}}

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

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

    Triggers
  • New Group

    Triggers every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Create Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

  • 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 Zendesk & DocuSign Integrations Work

  1. Step 1: Choose Zendesk 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 Zendesk to DocuSign.

    (2 minutes)

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

Integration of Zendesk and DocuSign

Zendesk is an enterprise software company that provides a customer service platform used by organizations around the world. DocuSign is a cloud-based electronic signature service primarily used for business-to-consumer interactions, including contract signings and transaction processing. Both Zendesk and DocuSign provide sputions to many of the same issues in their respective industry sectors. However, due to their similarities, Zendesk and DocuSign are often described as competitors.

Integration of Zendesk and DocuSign

Integration of Zendesk and DocuSign has been implemented by a variety of businesses ranging from online retail companies to financial services institutions. A common use of integration invpves the use of DocuSign to sign documents created with Zendesk. For instance, an insurance agency can use DocuSign to sign documents created via Zendesk, such as e-contracts and invoices.

Benefits of Integration of Zendesk and DocuSign

The integration of Zendesk and DocuSign has a number of benefits for users on both platforms, especially when it comes to streamlining workflow. For example, the time savings that occur when using DocuSign can help make Zendesk more efficient for businesses using the SaaS model. Additionally, integrating Zendesk and DocuSign can reduce time spent on tedious tasks, such as printing and faxing documents, which can be costly for businesses. This process can also help businesses keep contracts organized, which is an important part of keeping records up to date.

The process to integrate Zendesk 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.