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Integrating DocuSign with SendGrid by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between DocuSign and SendGrid

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Integrations for DocuSign
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.

About SendGrid

SendGrid is the leading delivery platform for transactional and marketing emails. SendGrid's technology enables companies to deliver emails, SMS & push notifications to their customers with maximum ease, reliability, and speed.

Integrations for SendGrid
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Connect DocuSign + SendGrid in easier way

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

  • Triggers
  • New/Update Envelope

    Trigger when a status of the envelope changed.

  • Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Add/Update Contact

    Creates or updates a contact.

  • Send Email

    Sends an Email.

How DocuSign & SendGrid Integrations Work

  1. Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick SendGrid 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 DocuSign to SendGrid.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 7:04 pm
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