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.
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 IntegrationsZendesk + DocuSign
Send Envelope in DocuSign when New Group is created in Zendesk Read More...Zendesk + DocuSign
Create Signature Request to DocuSign from New Group in Zendesk Read More...Zendesk + DocuSign
Send Envelope in DocuSign when New Organization is created in Zendesk Read More...It's easy to connect Zendesk + DocuSign without coding knowledge. Start creating your own business flow.
Triggers every time a new group is created in Zendesk.
Triggers once a new organization is added to Zendesk.
Triggers every time a new ticket is added to a view.
Triggers when a new user is created in Zendesk.
Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).
Trigger when a status of the envelope changed.
Create a new organization.
Create a new ticket.
Create a new user.
Update an existing organization.
Modify an existing ticket status or add comments.
Modify an existing user.
Create Signature Request
Send Envelope
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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 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.
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.