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Autotask + DocuSign Integrations

Syncing Autotask with DocuSign is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

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.

DocuSign Integrations
DocuSign Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Hellosign Hellosign
  • SignRequest SignRequest

Best Autotask and DocuSign Integrations

  • Autotask MailChimp

    Autotask + MailChimp

    Create or update Mailchimp subscribers from Autotask contacts Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber

    Working with multiple apps can get complicated, especially when you have to manage multiple customer contacts across these apps. However, thanks to automation services like Appy Pie Connect, it can get much easier for you! Use this integration and manage your customer contacts like never before. Once active, we will watch your Autotask account for you and whenever a new contact is added to it, Appy Pie Connect will automatically create a new subscriber or update an existing one on your Mailchimp.

    How this works
    • A new contact is added to Autotask
    • Appy Pie Connect adds or updates a subscriber to your Mailchimp account
    What You Need
    • An Autotask account
    • A Mailchimp account
  • Autotask Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you manage the accounts in your Autotask CRM with spreadsheets? Well, now you can automate the manual process by connecting your Autotask to Google Sheet with Appy Pie Connect. Once you enable this connect flow, every new account created in Autotask will automatically be added to a Google Sheets spreadsheet. Then you can do all of your follow-ups, make notes, and add attachments from inside this Google Sheet.
    How This Autotask-Google Sheets Integration Works
    • A new Account is found on your Autodesk account
    • Appy Pie Connect adds that Account's information to a row in Google Sheet
    What You Need
    • Autotask
    • Google Sheets
  • Autotask Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Autotask Google Drive

    DocuSign + Google Drive

    Save a Signed Document from DocuSign to Google Drive Read More...
    When this happens...
    Autotask Get Document
     
    Then do this...
    Google Drive Upload File
    DocuSign, a popular electronic signature online service, now works with Google Drive. Set up this DocuSign – Google Drive integration and Appy Pie Connect will handle the whole thing for you. Once you’ve set this integration up, whenever you sign a document using DocuSign, the signed document will automatically be sent to Google Drive. This way, you can easily share your signed documents with your colleagues and clients without any hassle. This Connect is highly advantageous to nearly every industry and department, including human resources, sales, real estate, healthcare, education and more. So, enjoy the benefits of workflow automation, set up this integration now!
    How This Integration Works
    • A new document is signed in DocuSign
    • Appy Pie Connect sends that signed document to Google Drive
    What Is Needed For This Integration
    • A DocuSign account
    • A Google Drive Account
  • Autotask WordPress

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    When this happens...
    Autotask Get Document
     
    Then do this...
    WordPress Create Post
    Now you don’t need to upload a signed document to your Blog post manually. Use this automation and we’ll automatically add that document to your blog post without any manual efforts from your end. After setting this integration up, whenever a document is signed in DocuSign, Appy Pie Connect will automatically add it to your blog post. Enjoy the benefits of workflow automation, set up this integration now!
    How this DocuSign – WordPress integration works
    • A new document is signed in DocuSign
    • Appy Pie Connect adds that document to a Blog Post
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • Autotask WordPress

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Autotask {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Autotask + DocuSign in easier way

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

    Triggers
  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • Get Document

    Trigger every time a new document is e-signed in DocuSign.

    Actions
  • Create Account

    Creates an account.

  • Create Contact

    Creates a contact.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Update Ticket

    Updates a ticket.

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

How Autotask & DocuSign Integrations Work

  1. Step 1: Choose Autotask as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Autotask with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select DocuSign as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate DocuSign with Appy Pie Connect.

    (2 minutes)

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

Integration of Autotask and DocuSign

Autotask is a software that allows you to manage your sales pipeline and keep track of the status of your clients. It is a great tool for small business owners and consultants. This program is easy to use and affordable. It has many features that allow you to save time, improve efficiency and prevent mistakes.Autotask is a cloud-based tool that helps you to connect with your clients and keep track of all the steps in the process of sale. It provides you with the ability to send invoices, track payments, create quotes and contracts, store data about your clients and employees, create reports, etc.With Autotask you can get in touch with clients by sending emails, making phone calls, sharing files and documents, etc. The program contains a CRM system that allows tracking relationships with clients and prospects.Besides the fact that Autotask is convenient and easy to use, its price is very affordable. In addition, this program is constantly being developed. New features are always being added, in order to make it more efficient and user-friendly.A good example of how Autotask can help you is the fact that this program has integrations with other programs that will surely come in handy. One of them is DocuSign, which will be discussed later in this article.DocuSign is a program for signing documents electronically, which can be used together with Autotask. It allows you to sign documents securely from any device with an internet connection. This makes it possible to approve contracts and send them back to clients in just a few minutes.This program is very easy to use and affordable too. You can try DocuSign for free for thirty days. After the trial period you can start using it for $10 per month per user or $50 per month per user for the Premium plan that comes with additional features.You can integrate DocuSign with Autotask by using a special add-on. The integration will enable you to sign documents directly from Autotask, without leaving the program and without printing anything out. All you need to do is select a document, enter your signature into the app and send it back to the client.DocuSign can also be used by sales staff to send proposals, quotes and invoices digitally via email or by sending them directly into your Autotask account. When a prospect signs a document, he or she agrees to its content and sends it back to you through DocuSign.In this way, both salespeople and customers benefit from the integration of these two programs. salespeople because they no longer have to print documents out; customers because they don't have to waste their time by going to a notary's office or driving somewhere else in order to sign paperwork.

Autotask and DocuSign offer different benefits for each party involved in the deal – the customer or prospect (in our case), and the salesperson (us.For customers:

  • They can approve contracts and send them back immediately without having to go anywhere else than their own home or office.
  • Their signature is embedded into the electronic document, which means their signature cannot be faked or duplicated by accident. This reduces time required for paperwork processing significantly.

3. They can access all documents anytime from anywhere with an internet connection. This makes it possible for them to use their time efficiently and not waste it on unnecessary trips made for signing a piece of paper or waiting in line at a notary's office.3. It saves them money since there are no costs for printing paper. Besides this benefit, there are no annual fees or hidden costs associated with digital signatures as opposed to notary services/signing agents who charge upfront fees for setting up accounts plus per-document fees for every document signed.4. Documents are verified and sent back almost immediately after they are signed, which means customers will have access to them faster than if they were sent via snail mail or faxed in paper form from a printer on site or someone's desk. Digital communication is faster than physical communication.5. It is impossible to lose important documents due to paper jams or ink runs – all documents are stored in one place, accessible at anytime from any device with an internet connection.6. Since digital communication is more secure than physical communication, only authorized users have access to signed documents, which protects customers' sensitive data from being accessed by unauthorized parties whose identities are unknown until a court order is obtained for records production or subpoena for testimony/evidence is filed with the court. Employees or management may also access signed documents if a court order is obtained if needed in litigation or litigation support activities, such as audits or investigations where documents must be produced promptly upon request for review as part of an investigation or litigation support activity in response to legal discovery requests or subpoenas in litigation related matters (eDiscovery.7. There is no need for couriers since everything can be done digitally within seconds without having to wait for anything else than confirmation of successful delivery of documents via email notification sent automatically by DocuSign when a document is sent back after being signed or accepted electronically (acknowledged.8. Managers have access to information about when contracts were signed digitally as well as when they were acknowledged electronically (signed. so they can identify if there was any lag between the 2 events so they could take appropriate action such as follow up with sales reps/customers if needed or investigate why there was lag in certain circumstances such as if there was high volume affecting processing times even though average processing times were met (if it was caused by slowness on servers due to high traffic.9. Sales reps have access to information about what documents were signed electronically so they can easily verify if their prospect/customer has signed contracts/agreements electronically even though it should not be necessary because it would be considered standard protocol since every contract/agreement should be signed electronically by default unless otherwise instructed by their manager/prospect/customer/client but still useful just in case their prospect/customer did not follow standard protocol in some instances especially if contract/agreement does not need to be returned in original form yet still needs to be kept on record as proof of agreement between parties especially if sales rep has stated verbally that contract/agreement will be signed electronically but has not confirmed whether their prospect/customer agreed verbally but did not follow through with signing electronically on record yet sales rep wants proof that verbal agreement was actually made because he/she does not want his/her manager thinking he/she made something up even though he/she did not unless required by law such as ADA requirements that require original signature on file although contract/agreement does not need to be signed physically because signature is embedded electronically into document already but still required by law so sales rep needs proof of agreement between parties just in case his/her manager asks him/her about it later especially if his manager asks him/her why he/she did not confirm with their prospect/customer verbally that contract/agreement will be signed electronically yet still wanted proof of agreement between parties since he/she did verbally agree but did not follow through with signing electronically on record yet sales rep could show proof of verbal agreement since he/she has received acknowledgement that contract/agreement was signed electronically from his/her prospect/customer via email notification sent automatically by DocuSign when a document is sent back after being signed or accepted electronically (acknowledged.

  • Sales reps know what contracts/agreements are currently in draft form since they have access to information about them and what contracts/agreements have been signed digitally on record since they have access to information about them as well and their status has been changed from "Draft" status to "Signed" status so they can easily verify what they need to do next based on whatever procedure might be followed in their office such as move contract/agreement into final form stage if required stage before moving onto next step such as pricing stage because contract/agreement has already been approved but must still be finalized before being sent out officially such as officially printing contract/agreement via PDF format after all amendments have been inputted into PDF format version of contract/agreement because sales rep does not want his/her manager thinking he/she made something up even though he/she did not unless required by law such as ADA requirements that require original signature on file although contract/agreement does not need to be signed physically because signature is embedded electronically into document already but still required by law so sales rep needs proof of agreement between parties just in case his/her manager asks him/her about it later especially if his manager asks him/her why he/she did not confirm with their prospect/customer verbally that contract/agreement will be signed electronically yet still wanted

The process to integrate Autotask and DocuSign may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.