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Zendesk + DocuSign Integrations

Syncing Zendesk with DocuSign 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 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.

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.

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

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  • SignRequest SignRequest

Best Zendesk and DocuSign Integrations

  • Zendesk Google Sheets

    Zendesk + Google Sheets

    Add Every New Zendesk Ticket to Google Sheets Read More...
    When this happens...
    Zendesk 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
  • Zendesk Salesforce

    Zendesk + Salesforce

    Create a Lead in Salesforce for Every New Zendesk Ticket Read More...
    When this happens...
    Zendesk 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
  • Zendesk Pipedrive

    Zendesk + Pipedrive

    Create Deals on Pipedrive from New Zendesk Tickets Read More...
    When this happens...
    Zendesk New Ticket
     
    Then do this...
    Pipedrive Create Deal
    Help your business grow by converting your helpdesk tickets into deals in your CRM application. Once this integration is active, whenever a new ticket is added on Zendesk, Appy Pie Connect will create a new deal on Pipedrive, giving you an opportunity to sell your products or services. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Zendesk – Pipedrive integration works
    • A new ticket is created on Zendesk
    • Appy Pie Connect creates a new deal on Pipedrive
    What Is Needed For Integration
    • A Zendesk account
    • A Pipedrive account
  • Zendesk Office 365

    Zendesk + Office 365

    Create Office 365 Events for every New Zendesk Ticket Read More...
    When this happens...
    Zendesk New Ticket
     
    Then do this...
    Office 365 Create Event
    Both Office 365 and Zendesk are popular applications that help business owners get more done. When you sync both of these apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically create new Office 365 events every time a new ticket is created on Zendesk. This integration helps you keep up with your schedule.
    How It Works
    • A new ticket is created on a Zendesk view
    • Appy Pie Connect automatically creates an event in Office 365
    What You Need
    • An Office 365 account
    • A Zendesk account
  • Zendesk Slack

    Zendesk + Slack

    Get Notifications in Slack for Every New Zendesk Ticket Read More...
    When this happens...
    Zendesk New Ticket
     
    Then do this...
    Slack Send Channel Message
    The Zendesk – Slack automation from Appy Pie Connect makes your customer support process more efficient. Once this connect is active, Appy Pie Connect will send a notification to your chosen slack channel whenever a new ticket is opened in Zendesk. This way you can notify your team of new tickets or get a private message about the support tickets that need a personal reply.
    How This Zendesk - Slack Integration Works
    • A new ticket is opened in Zendesk
    • Appy Pie Connect sends a message to a chosen Slack channel with the ticket information
    What You Need
    • A Zendesk account
    • A Slack account
  • Zendesk Slack

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

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

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

    Triggers
  • 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).

  • Get Document

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

    Actions
  • 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.

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

How Zendesk & DocuSign Integrations Work

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

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of Zendesk and DocuSign

Zendesk is an enterprise software company that provides a customer service platform used by organizations around the world. DocuSign is a cloud-based electronic signature service primarily used for business-to-consumer interactions, including contract signings and transaction processing. Both Zendesk and DocuSign provide sputions to many of the same issues in their respective industry sectors. However, due to their similarities, Zendesk and DocuSign are often described as competitors.

Integration of Zendesk and DocuSign

Integration of Zendesk and DocuSign has been implemented by a variety of businesses ranging from online retail companies to financial services institutions. A common use of integration invpves the use of DocuSign to sign documents created with Zendesk. For instance, an insurance agency can use DocuSign to sign documents created via Zendesk, such as e-contracts and invoices.

Benefits of Integration of Zendesk and DocuSign

The integration of Zendesk and DocuSign has a number of benefits for users on both platforms, especially when it comes to streamlining workflow. For example, the time savings that occur when using DocuSign can help make Zendesk more efficient for businesses using the SaaS model. Additionally, integrating Zendesk and DocuSign can reduce time spent on tedious tasks, such as printing and faxing documents, which can be costly for businesses. This process can also help businesses keep contracts organized, which is an important part of keeping records up to date.

The process to integrate Zendesk and DocuSign 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.