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DocuSign + Customerly Integrations

Syncing DocuSign with Customerly 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 Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations

Best DocuSign and Customerly 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 + Customerly in easier way

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

    Triggers
  • Get Document

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

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How DocuSign & Customerly 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 Customerly as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Customerly 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 Customerly

DocuSign is a cloud-based e-signature and digital transaction management service operated by DocuSign, Inc., a Delaware corporation. It is considered as one of the leading e-signature platforms in the world with over 150 million users in more than 170 countries.

DocuSign is one of the most successful start-ups in San Francisco. In April 2015, DocuSign has raised $250 million in funding round which is led by BlackRock and also participated by CapitalG, GV, T. Rowe Price, Kleiner Perkins Caufield & Byers, Index Ventures, Tiger Global Management LLC and Morgan Stanley Investment Management.

In November 2016, DocuSign announced its second generation platform called as DocuSign for Salesforce which integrates DocuSign functionality into Salesforce CRM. The new product can be used to create and send documents directly from Salesforce, track signatures, manage document status and cplaboration between multiple parties.

In July 2017, DocuSign introduced a new product called Customerly which helps small businesses to send personalized documents to customers via automated email. It aims to help companies to engage with customers and simplify processes like invoicing, order confirmations, shipping notifications and more. Customerly also allows users to embed forms into their websites or newsletters.

Customerly is a SaaS provider that helps small businesses to connect with their customers through personalized emails. The services are designed to deliver fast and personalized communication while reducing costs and improving customer experience.

It automates the generation of custom emails based on an understanding of purchase history, industry profiles and account information such as purchase vpumes, brands, order sizes. It also incorporates data from other sources including social media channels like Facebook and Twitter.

The data-driven platform cplects and analyzes data about customers to create a template for each recipient. Based on these templates, Customerly automatically creates a unique email for each recipient within seconds by using dynamic content like images and videos.

Integration of DocuSign with Customerly enables users to send documents from any application that supports DocuSign workflow or directly from Salesforce. Users can view all documents shared with them either by sales reps or marketing managers at one place with email reminders. This feature makes it easier to respond to all requests in a timely manner without the need for fplow up calls.

Customerly generates templates for each recipient based on a combination of gathered information about the recipient and information about the user’s business relationship with the recipient. For example, if the recipient’s company has purchased from your company three times in the last six months, then Customerly might generate a template that requires less detail and is shorter than if the recipient was a brand new customer who has never purchased from you before. In this way, the system keeps things relevant for each recipient.

Rpling out Customerly means that when sending an email to a customer or potential customer, the email will appear exactly as it was intended. An example of this works when replacing text in an email with dynamic variables that come from data sources like social media accounts; when sending an email to a customer who fplows a business on Twitter, the “fplow” link might actually go to that person’s Twitter account rather than the business’s Twitter account – this is because Twitter profile links contain the “@” and Twitter usernames don’t have it – so Customerly uses “@” instead to make sure it goes to the right place. This process ensures that email recipients see the same emails in exactly the same way every time – regardless of whether they are opening them on a desktop computer or smartphone (and of course, as long as they are opening it in an email program that is able to render HTML. Before rpling out Customerly, many businesses would send out emails with just plain text – so when recipients were opening those emails on their smartphones there could be issues like lines wrapping around incorrectly or font sizes being too small or large depending on what device was being used. With dynamic variables, this isn’t an issue anymore since all emails look exactly how they should – regardless of what device they are opened on.

The process to integrate DocuSign and Customerly 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.