Integrating DocuSign with Microsoft Outlook by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between DocuSign and Microsoft Outlook
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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.
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.
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It's easy to connect DocuSign + Microsoft Outlook without coding knowledge. Start creating your own business flow.
- Triggers
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New/Update EnvelopeTrigger when a status of the envelope changed.
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Calendar Event StartTriggers at a specified time before an event in your calendar starts.
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New Calendar Event
Triggers when an event is added to you selected calendar.
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New Contact
Triggers every time a new contact is added.
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New Email
Triggers whenever a new email is received.
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Updated Calendar Event
Triggers every time an event is updated.
- Actions
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Create Signature Request
Create Signature Request
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Send Envelope
Send Envelope
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Create Contact
Create a new contact to your Office 365 account.
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Create Event
Create an event directly on your designated calendar.
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Delete Event
Deletes events.
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Send Email
Send an email from your Outlook account.
How DocuSign & Microsoft Outlook Integrations Work
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Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Microsoft Outlook as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from DocuSign to Microsoft Outlook.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.