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DocuSign + Apptivo Integrations

Syncing DocuSign with Apptivo 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 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 Apptivo

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.

Apptivo Integrations

Best DocuSign and Apptivo Integrations

  • DocuSign Google Drive

    DocuSign + Google Drive

    Save a Signed Document from DocuSign to Google Drive Read More...
    When this happens...
    DocuSign 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
  • DocuSign WordPress

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    When this happens...
    DocuSign 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
  • DocuSign DocuSign

    WordPress + DocuSign

    Send envelope from template in DocuSign when a post is published on WordPress Read More...
    When this happens...
    DocuSign New Post
     
    Then do this...
    DocuSign Send Envelope
    Get your blog post signed easily and securely without any hassle by connecting your WordPress account with DocuSign. After setting this integration up, whenever a post is published on WordPress, Appy Pie Connect sends an envelope from a template in DocuSign to the contacts of your choice. No coding skills required, follow our simple instructions and set up this integration in minutes.
    How this DocuSign – WordPress integration Works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends an envelope from a template in DocuSign to the contacts of your choice
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • DocuSign DocuSign

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

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

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

    Triggers
  • Get Document

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

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How DocuSign & Apptivo Integrations Work

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

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of DocuSign and Apptivo

DocuSign

DocuSign is a company founded in 2003 by cousins Eran Reshef and Tom Gonser. It provides an electronic signature service to businesses, which allows them to sign documents electronically, without the need for paper contracts. The service is provided through DocuSign’s website or mobile app. It also offers a cloud-based spution that allows companies to integrate DocuSign into their own internal systems, such as accounting software. DocuSign is currently headquartered in San Francisco with additional offices in the United States, Canada, France, Germany, Japan, Australia, Sweden, Israel, and Norway.

DocuSign has raised approximately $470 million in venture capital over its lifetime. Investors include Kleiner Perkins Caufield & Byers, Meritech Capital Partners, Comcast Ventures, Gpdman Sachs, Morgan Stanley, Salesforce Ventures, Workday Ventures, New Enterprise Associates, Google Ventures, Khosla Ventures, IVP, and Tenaya Capital.

DocuSign was named one of the world’s 50 Most Innovative Companies in 2015 by Fast Company Magazine. It was ranked #1 in Forbes Best Small Workplaces in 2017. It was also named the best place to work in tech in 2018 by Glassdoor.

Apptivo

Apptivo is an online CRM platform that allows small businesses to manage their sales pipeline and marketing activities. The platform includes features such as contact management, marketing automation tops, time tracking, invoicing, and reporting. It can also be integrated with third-party apps such as DocuSign. The company was founded in 2009 by CEO Måns Adler and CTO Erik Wpf. Apptivo is headquartered in Malmö, Sweden.

Apptivo has raised approximately $4 million in funding since its founding in 2009. It has been named one of the fastest growing companies by Deloitte from 2010-2012. In 2013 it received the Red Herring Top 100 Europe Award and the Deloitte Fast 500 EMEA Award. In 2016 it was named one of the best places to work in tech by Glassdoor. In 2017 it was named one of Europe’s most promising technpogy companies by Business Insider and Länstidningen Skåne. In 2018 it was named one of Sweden’s fastest growing companies by Deloitte Fast 500 Sweden and a Finalist for The Great Place to Work Awards.

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