Integrating DocuSign with Zendesk by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between DocuSign and Zendesk
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Award Winning App Integration Platform
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 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.
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It's easy to connect DocuSign + Zendesk 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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New GroupTriggers every time a new group is created in Zendesk.
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New Internal Note
Triggers when a internal note is created in Zendesk.
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New Organization
Triggers once a new organization is added to Zendesk.
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New Ticket
Triggers every time a new ticket is added to a view.
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New User
Triggers when a new user is created in Zendesk.
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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).
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Updated User
Triggers when a user is updated in Zendesk.
- Actions
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Create Signature Request
Create Signature Request
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Send Envelope
Send Envelope
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Create Organization
Create a new organization.
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Create Ticket
Create a new ticket.
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Create User
Create a new user.
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Update Organization
Update an existing organization.
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Update Ticket
Modify an existing ticket status or add comments.
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Update User
Modify an existing user.
How DocuSign & Zendesk 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 Zendesk 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 Zendesk.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.