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DocuSign + Office 365 Integrations

Syncing DocuSign with Office 365 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 Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

Office 365 Integrations
Office 365 Alternatives

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

  • Gmail Gmail
  • Google Calendar Google Calendar
  • Zoho Mail Zoho Mail

Best DocuSign and Office 365 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 Trello

    Office 365 + Trello

    Create Trello Cards from new Office 365 emails Read More...
    When this happens...
    DocuSign New Email
     
    Then do this...
    Trello Create Card
    Keeping up with Office 365 emails that you need to take an action on is really difficult when you receive hundreds of emails in a day. With this integration, you can automatically create Trello cards for those mails to follow up later. After setting this integration up, we will automatically create a card in Trello for every new email received on your Office 365 account. Our Office 365-Trello integration allows you to take rapid action on your Office 365 emails by converting them into Trello cards.
    How It Works
    • A new email is received in Office 365
    • Appy Pie Connect creates a new Trello card on a chosen board
    What You Need
    • An Office 365 account
    • A Trello account
  • DocuSign Slack

    Office 365 + Slack

    Receive Slack alert messages for every new Office 365 event Read More...
    When this happens...
    DocuSign New Event
     
    Then do this...
    Slack Send Channel Message
    Set up this Slack – Office 365 integration and we will watch your Office 365 account for you. After setting up this integration, we will send a notification to your chosen Slack channel every time a new event is created in associated Office 365 calendar. Our automation platform enables you to set up this Connect in a few minutes without having to write a single line of code. So, stay on top of your schedule at all times by integrating your Office 365 calendar with Slack now.
    How This Integration Works
    • A new event is created in your chosen Office 365 calendar
    • Appy Pie Connect sends a notification to your chosen Slack channel
    What Is Needed for This Integration
    • An Office 365 account
    • A Slack account
  • DocuSign Slack

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    {{item.message}} Read More...
    When this happens...
    DocuSign {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect DocuSign + Office 365 in easier way

It's easy to connect DocuSign + Office 365 without coding knowledge. Start creating your own business flow.

    Triggers
  • Get Document

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

  • New Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

How DocuSign & Office 365 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 Office 365 as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Office 365 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 Office 365

In today’s business environment, it’s easy to see why companies are struggling to keep up. There is a constant pressure on them to innovate and deliver a superior experience to their customers, while managing costs and protecting brand equity. In this environment, a company’s ability to deliver an exceptional customer experience — and to support that reputation with reliable, timely information — can be the deciding factor between success and failure.

DocuSign is a digital transaction management platform that makes it easy for organizations to manage and scale their business processes, including electronic signature capture, secure sharing of documents and records, and workflow automation. Office 365 provides businesses with the cloud-based tops they need to be productive anywhere, anytime. With these tops, teams can work together regardless of where they are or what devices they use. DocuSign for Office 365 is a powerful new cplaboration spution that allows everyone in your organization — from sales, marketing and human resources to customer service — to work smarter by accelerating the way you do business.

Integration of DocuSign and Office 365

First off we will discuss the integration of DocuSign into Office 365. To start, users must first go to the Office 365 admin center then select “Settings” drop down menu fplowed by “Add an app” button. It will then bring you to a list of all available apps you can add into Office 365. After selecting DocuSign it will ask you some questions about your desired setup (e.g. location of signing, doc storage location. It will also ask you if you want to install the Outlook Plugin or not, if you select yes it will automatically install the plugin for you. Once you click finish it will open a new window which will allow you to change any settings for the DocuSign account type then click next. It will then take you to a page with instructions on how to get started with signing documents in DocuSign and also provides you with an access code which you can send out to other users.

After that it takes you to a new screen which will give you 3 options; New DocuSign email signer, Existing DocuSign email signer, and Add existing user to DocuSign account type. If you choose “New DocuSign email signer” it will create a new user in DocuSign which will allow users to sign documents directly from their email. If you choose “Existing DocuSign user” it will let you choose which document library you want the users added to as well as changing any previously selected options such as adding users to the email signers list. The third option “Add existing user to DocuSign account type” is only available if you have already created a user in the previous step but allows you to add another user without having to go through all of the steps again. Once you are happy with your selections click “Next” and wait for it to configure the user. Once completed click “finish” and wait for it to open up the DocuSign application in your Office 365 app launcher. This will allow users to sign documents directly from their Outlook inbox.

Benefits of Integration of DocuSign and Office 365

The main benefits of integrating DocuSign into Office 365 include:

  • Reduce paper usage – By using DocuSign users can avoid printing out documents that need signatures and instead sign documents electronically directly from their inboxes. This eliminates paper waste as well as time spent in transit going back and forth between offices just so people can sign their names on paper documents.
  • Increased security – With electronic signatures there is no risk of having someone forge your signature, this keeps employees from having to worry about losing their job just because someone else forged your signature on a document or contract that they were not aware was being signed.
  • Reduced cost – Since electronic signatures are much cheaper than physical signatures due to no ink or paper used it saves organizations money in the long run while still providing the same level of security as signing a document on paper.

The process to integrate DocuSign and Office 365 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.