Zoho Inventory is a cloud-based inventory management solution designed for small to midsize businesses. With our simple yet powerful features, you can keep track of your online inventory from multiple warehouse locations.
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
Zoho Inventory + DocuSignSend Envelope in DocuSign when New Contact is created in Zoho Inventory Read More...
Zoho Inventory + DocuSignCreate Signature Request to DocuSign from New Contact in Zoho Inventory Read More...
Zoho Inventory + DocuSignSend Envelope in DocuSign when New Item is created in Zoho Inventory Read More...
Zoho Inventory + DocuSignCreate Signature Request to DocuSign from New Item in Zoho Inventory Read More...
Zoho Inventory + DocuSignSend Envelope in DocuSign when Update Item is added to Zoho Inventory Read More...
It's easy to connect Zoho Inventory + DocuSign without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers when a new item is created.
Triggers when an item is updated.
Trigger when a status of the envelope changed.
Creates a new contact or update an existing contact.
Creates a new item.
Creates a new sale order.
Creates a new shipment order.
Marks an existing order as delivered
Update a contact.
Updates an item.
Create Signature Request
Let us first know what Zoho Inventory and DocuSign are. Zoho is a company that offers software for business and personal use, which includes inventory management, CRM, invoicing software, document management, email marketing, blogs, content management etc. It offers cloud-based business applications to small businesses and organizations. Its headquarters are in Pleasanton, California, USA.
DocuSign is an e-signature software company that enables users to send, sign, track, and manage legally binding documents electronically. The headquarters of DocuSign is located in San Francisco, California. It started its operation in 2003 and was founded by Keith Krach. DocuSign now has more than 2 million users worldwide. It has integrated with most of the major cloud storage platforms like Box, Dropbox, Google Drive, One Drive etc.
Now that we have known about Zoho Inventory and DocuSign, let us now discuss what we are going to discuss in this article. Integration of Zoho Inventory and DocuSign.
In this section of the article, we will explain how the integration of Zoho Inventory and DocuSign works. We will also discuss the benefits of such integration.
We will start with explaining the integration process of Zoho Inventory and DocuSign. For example, if we want to integrate these two softwares with each other, then we need to create a user account on both the platforms. After logging into the portal using the account we created on one of these softwares, we can select the option to add a new user on the other platform. Now we will be taken to the second portal where we can add the new user. After adding the new user to the second portal, we can then log out and log in with our newly added user on the same portal. Now we can start using these two portals together without any problem.
The benefits of integrating Zoho Inventory and DocuSign are very much obvious as it provides a number of useful features which might not be available in either of them individually. For example. in Zoho Inventory there is no provision of creating sales orders directly from the software but when you integrate Zoho Inventory and DocuSign together you get this facility. You can also find out the list of all your vendors from Zoho Inventory and you can add them directly on the invoice template provided by DocuSign. This way you can save a lot of time as well as paper while creating the invoice.
This article is about Integration of Zoho Inventory and DocuSign and their benefits. Now that we have discussed this topic we can conclude that this is a very useful combination of softwares in this area that saves time and paper. In addition to that they provide better services than any other individual software would offer.
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