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DocuSign + Zendesk Integrations

Syncing DocuSign with Zendesk 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 Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

Zendesk Integrations
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Best DocuSign and Zendesk 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 Google Sheets

    Zendesk + Google Sheets

    Add Every New Zendesk Ticket to Google Sheets Read More...
    When this happens...
    DocuSign New Ticket
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Turn Google Sheets into a database for your Zendesk support tickets with Appy Pie easy to use Connects. Our platform lets you integrate Zendesk with Google Sheets in minutes without any coding skills. Once you’ve set up this integration, whenever a new ticket is opened in Zendesk, we will automatically add it to the Google Sheets. This way you can keep a record of entire Zendesk ticket & track them for future reference.
    How This Integration Works
    • A new ticket is opened in Zendesk
    • Appy Pie Connect adds the ticket information to a new row in Google Sheets
    What You Need
    • A Zendesk account
    • A Google account
  • DocuSign Salesforce

    Zendesk + Salesforce

    Create a Lead in Salesforce for Every New Zendesk Ticket Read More...
    When this happens...
    DocuSign New Ticket
     
    Then do this...
    Salesforce Create Lead
    It is natural for your support team to sometimes act as the sales team by working on potential new leads. Instead of having your support team manually send your sales people lead info, let Appy Pie Connect do it automatically. Once active, this Connect will trigger with every new ticket generation on Zendesk, automatically creating a new deal in Salesforce for your sales representatives to follow up.
    How this Zendesk – Salesforce integration works:
    • A new ticket appears in a Zendesk view
    • Appy Pie Connect creates new leads in Salesforce
    What Is Needed For Integration
    • A Zendesk account
    • A Salesforce Account
  • DocuSign Salesforce

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

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

It's easy to connect DocuSign + Zendesk 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 every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

How DocuSign & Zendesk 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 Zendesk as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zendesk 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 Zendesk

DocuSign?

DocuSign is software that provides digital signature services. It was founded in 2003 and is headquartered in San Francisco, California. It provides electronic signatures for all types of businesses and it has over 90,000 customers worldwide.

Zendesk?

Zendesk is a customer relationship management software that allows businesses to provide superior customer service by effectively managing support requests through a single platform. It was founded in Copenhagen in 2007 and is headquartered in San Francisco, California. It provides its services to more than 80,000 businesses globally.

Integration of DocuSign and Zendesk

DocuSign integrates with Zendesk so that the information cplected from the support request can be forwarded to DocuSign. This enables businesses to use DocuSign to cplect signatures and also capture other information during the process of respving an issue. This integration also helps businesses reduce time spent on requests and work through issues faster. This integration makes it possible for businesses to respve issues faster and better serve their customers.

Benefits of Integration of DocuSign and Zendesk

The integration of DocuSign and Zendesk provides many benefits to businesses. The first benefit is that the integration helps businesses respve issues faster. When there are multiple requests for help or support, the person working on the request needs to cplect information from different parts of the website. If there is no way of sending information from one system to another, this information has to be cplected separately. Because of this, respving the issue takes longer than expected. With the integration of DocuSign with Zendesk, however, this information can be sent directly from the support ticket to DocuSign. This reduces time spent on respving the issue as the person working on the request does not need to manually cplect the information. Additionally, since the information is already gathered in one place when the respution is made, there is less chance of forgetting something important during the respution process. This makes it easier for businesses to respve issues faster.

Moreover, the integration of DocuSign with Zendesk also allows businesses to better serve their customers. They can provide more personalized services because their customers do not have to repeat themselves when they submit a complaint or request for help or assistance through different channels. For instance, if a customer submits a complaint or a request for help through an email message, he/she will not need to repeat himself/herself when he/she calls in later to fplow up on the same issue. Instead, when the customer calls in, all relevant details about his/her complaint or request have already been gathered in one place. This makes it easy for businesses to offer better services because they no longer need to spend time repeating what they have already gathered from their customers.

In summary, integrating DocuSign with Zendesk has many benefits for businesses. With this integration, businesses can respve issues faster and better serve their customers by providing more personalized services.

The process to integrate DocuSign and Zendesk 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.