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DocuSign + Chatter Integrations

Syncing DocuSign with Chatter 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 Chatter

Chatter makes business processes social. Collaborate in real time, in context, from anywhere.

Chatter Integrations

Best DocuSign and Chatter 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 Slack

    Chatter + Slack

    Send Slack notifications for new Chatter posts Read More...
    When this happens...
    DocuSign New Post in Feed Trigger
     
    Then do this...
    Slack Send Channel Message
    No more leaving a browser open to watch your important Chatter feeds. Get email notifications when new Chatter messages are posted to discussions, groups or channels. After setting this integration up, each new post on Chatter will be sent as a Slack notification to one or multiple channels.
    A new post is made on Chatter
    • When a new charge is approved by ChargeBee
    • Appy Pie Connect automatically sends a message on Slack
    What You Need
    • Chatter account
    • Slack account
  • DocuSign Trello

    Chatter + Trello

    Create cards on Trello for new Chatter posts Read More...
    When this happens...
    DocuSign New Post in Feed Trigger
     
    Then do this...
    Trello Create Card
    Create new Trello cards for new Chatter posts on the go and keep track of what's happening when you're away from your computer. With this integration, you can create new Trello cards automatically for any new Chatter post you make. After setting this integration up, Appy Pie Connect will append the Chatter post's title to a new card and add the card as a card attachment to the original post.
    The Method of Action
    • When you create a new Chatter post with a certain topic
    • Appy Pie Connect creates a Trello card for you
    What You Need
    • Chatter account
    • Trello account
  • DocuSign Trello

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

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

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

    Triggers
  • Get Document

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

  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • New Post in Feed Action

    Create a new post in your Chatter feed.

How DocuSign & Chatter 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 Chatter as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Chatter 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 Chatter

A major challenge faced by business organizations is how to streamline their workflow. It is very important that each and every transaction is recorded accurately in order to avoid any legal or financial complications. One of the current trends in the industry is electronic signature. Electronic signature, also known as digital signature, is a secure method of signing documents electronically.

DocuSign offers a cloud-based spution for electronic signature. The company is currently a leader in the electronic signature industry. DocuSign provides a variety of electronic signature sputions for business use. According to the company’s website, “DocuSign provides a digital way to sign, send and manage documents – all online.” The company's main products are electronic signature, eSignature, eSignature Platform, and DocuSign for Salesforce.

DocuSign integrates into Chatter via a Chatter app. For users, it means that they can create documents from their Chatter apps and send them to other users through DocuSign for electronic signatures. Users are also able to share their documents with others and get their signatures and comments back automatically.

  • Integration of DocuSign and Chatter
  • Integration of DocuSign and Chatter was announced by Saleforce during Dreamforce 2012 conference in San Francisco. On October 17, 2012, Salesforce announced that they had completed integrating DocuSign into Chatter. After the integration, users can directly create, send, and receive eSignatures from their Chatter feeds. This is not only convenient for users but also helps companies to reduce time spent on document approvals. Since there are no more e-mails invpved in the process of sending documents, workers can now focus on other tasks while waiting for the document to be signed. In addition to sending documents to customers or partners for signatures by email, users can now also create documents using Chatter apps.

    Prior to this integration, DocuSign users could create documents through Chatter apps but there was no way for other users to get their signatures back from the document after signing it. Now, when users create a new document from one of their Chatter feeds, they will be presented with two options. to send the document via email or to sign it using DocuSign. If the second option is selected, users will need to enter their DocuSign credentials if they already have an account with the company or create one if they don’t. Once they have logged in, they will be able to select who should receive a copy of the document and how many days they should have to sign it before it expires. DocuSign will then upload the document to the user’s account and send out notifications about the document via the user’s Chatter feed.

  • Benefits of Integration of DocuSign and Chatter
  • There are many benefits associated with integration of DocuSign and Chatter. First of all, users will be able to save time spent on document approval processes since there are no more emails invpved in the process of sending documents for signatures by customers or partners. Now, when users create a new document from one of their Chatter feeds, they will be presented with two options. to send the document via email or to sign it using DocuSign. If the second option is selected, users will need to enter their DocuSign credentials if they already have an account with the company or create one if they don’t. Once they have logged in, they will be able to select who should receive a copy of the document and how many days they should have to sign it before it expires. DocuSign will then upload the document to the user’s account and send out notifications about the document via the user’s Chatter feed. Users can also track the progress of document approval processes as well as check statuses of documents that have been sent for approval by clicking on Actions > Approve from their Chatter page.

    The process to integrate DocuSign and Basin 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.